If you have multiple Expensify accounts, you can merge them into a single login. This combines all of your receipts, expenses, reports, invoices, imported cards, Copilots, and workspace access into one account for easier management.

Important Notes About Merging

• Merging accounts is permanent and cannot be undone.
• You must log in to the company account and merge the personal account into it.
• You cannot merge:
  • A company account into a personal account.
  • Two company accounts on private domains.

Note: If your company uses SAML authentication, a domain admin must approve the request. In that case, you’ll be prompted to Switch to Classic to initiate this.

How to Merge Accounts

1. Log in to the account you want to keep as your primary account.
2. In the left-hand menu, go to Account > Security.
3. Click Merge Accounts.
4. Enter the email address or phone number for the account you want to merge into this one.
5. Check the box that says “Yes, I understand this is not reversible”.
6. Click Merge Accounts.
7. Check your email for the magic code sent by Expensify.
8. Enter the code into the prompt and click Merge.

FAQ

What happens to my data when I merge accounts?

The following items from the merged account will be transferred to your primary account:

• Receipts and expenses
• Expense reports
• Invoices and bills
• Imported cards
• Secondary logins
• Co-pilots
• Group workspace settings