Connect Personal Bank Account
Employees can connect a personal deposit-only bank account to receive reimbursements for their expense reports.
Connect a Deposit-only Bank Account
- Hover over Settings, then click Account.
- Click the Wallet tab on the left.
- Under Bank Accounts, click Add Deposit-Only Bank Account, then click Connect to your bank.
- Click Continue.
- Search for your bank account in the list of banks
- Follow the prompts to sign in to your bank account using the corresponding username and password.
- If your bank doesn’t appear, click the X in the right corner of the Plaid pop-up window, then click Connect Manually. You’ll then manually enter your account information and click Save & Continue.
- Enter the name, address, and phone number associated with the account
- Click Save & Continue.
Once the bank account is connected to your Expensify account, future reimbursements will be deposited directly.
Using Global Reimbursement
If your organization has global reimbursement enabled and you want to add a bank account outside the US, follow the steps above.
After clicking Add Deposit-Only Bank Account, under Settings > Accounts > Wallet, click Switch Country at the top of the bank selection screen. This will allow you to add a deposit account from a supported country and receive reimbursements in your local currency.
FAQ
I connected my deposit-only bank account. Why haven’t I received my reimbursement?
Check the following possible issues:
- The estimated deposit date on the report has not arrived yet.
- The bank account information is incorrect. If you believe you may have entered the wrong account, contact Concierge (Expensify’s support team) and provide the Report ID for the missing reimbursement.
- Your bank account isn’t set up for Direct Deposit/ACH — please contact your bank to confirm.
What happens if my bank requires an additional security check before adding it to a third party?
If your bank account has two-factor authentication (2FA) or another security step enabled, you should be prompted to complete this authentication step when connecting the account to Expensify.
However, if you encounter an error during this process, you can close the pop-up window and select Connect Manually to add the account manually.