Are you tired of piles of paper receipts?
Does keeping track of your spending feel like a headache?
It can be tough to stay organized, especially when you’re on the go or running a business.
Missing receipts can mean missing out on money, and who wants that?
Let’s talk about Expensify.
Ready to learn how?
Ready to ditch the paper clutter and simplify your expense tracking in 2025? Expensify users report saving an average of 2 hours per week on expense reports and experience faster reimbursement cycles.
Getting Started with Expensify
What is Expensify?
Think of Expensify as a super helpful mobile app for expense management.
It’s like a digital filing cabinet for all your spending.
Instead of keeping track of paper receipts, you can use Expensify to manage expenses easily in one place.
It helps you see where your money goes, especially if you use a corporate card or the Expensify card.
Signing Up is a Breeze!
Getting started with Expensify is pretty simple.
You can sign up either on your computer or right on your phone using the mobile app.
Just put in your email address and pick a password.
They might ask you a couple of easy questions to set up your account.
If your company uses an Expensify Visa® commercial card, they might have a special way for you to sign up.
Taking a Quick Look Around
Once you’ve signed in, you’ll see the main Expensify screen.
Don’t worry, it’s not too complicated!
There are different sections to help you manage expenses.
We’ll show you the important parts you’ll use to submit expenses and get reimbursed.
If you ever need Expensify help, there’s usually a help section, or you can search online for guides.
Connecting Your Bank
Here’s a cool trick: you can connect your bank accounts and credit cards to Expensify.
This means some of your spending will automatically show up in the app!
It makes it much faster to manage expenses because you won’t have to type everything in yourself.
This can really streamline your workflow for tracking money.
You can also link your Expensify card here if you have one.
This helps keep all your spending in one spot for easy expense management.
Plus, if you need to send an invoice for work, Expensify can sometimes help with that, too!
Tracking Expenses the Simple Way
Creating a New Report
To make an expense report, go to the section that says “Reports.
You’ll probably see a button that says “New Report.
Click on it.
Giving Your Report a Name
It’s a good idea to give your report a name so you know what it’s for.
You could name it something like “August Work Trip” or “September Client Meals.”
Picking Expenses for Your Report
Now you need to choose which expenses you want to put in this report.
You’ll see a list of all the expenses you’ve added.
Just tap or click on the ones you want to include in this specific report.
They will then be added to your report.
Submitting Your Report
Once you’ve added all the correct expenses and everything looks good, it’s time to submit it.
There should be a button that says “Submit” or something similar.
Click it! Your report will then go to the person who needs to approve it.
This might be your boss or someone in the accounting office.
They’ll take a look and then you can hopefully get your money back if it was for work.
Making Expense Reports
What’s an Expense Report?
Think of an expense report like a summary of all the money you spent for a certain reason, like a work trip or buying supplies.
It’s like making a list of everything you paid for.
People often use these reports to get money back from their job.
Creating a New Report
To create one of these lists in Expensify, go to the “Reports” section of the app.
It’s usually easy to find.
Once you’re there, look for a button labeled “New Report.
Just tap or click on it to start a new one.
Giving Your Report a Name
It helps to give your report a name so you know what it’s about later.
For example, if you went on a trip in July for work, you could name the report “July Work Trip Expenses.
This makes it easier to find later.
Adding Expenses to Your Report
Now you need to pick which of your expenses should go into this report.
You’ll see a list of all the things you’ve added to Expensify.
Just tap on each expense that you want to include in this specific report.
They will then be added to your report list.
Submitting Your Report
After you’ve added all the correct expenses and checked to ensure everything looks correct, it’s time to submit it.
There should be a button that says “Submit” or something similar, like “Send for Approval.
Click that button.
Your report will then be sent to the person who needs to approve it.
This might be your boss or someone in the money department at your job.
They’ll look it over, and if everything is right, you’ll hopefully get your money back!
Helpful Features in Expensify
Mileage Tracking
If you drive your car for work, Expensify can help you keep track of how many miles you go.
You just tell it where you started driving and where you stopped.
The app can then figure out how far you drove.
This is helpful for getting money back for your gas and car use.
Time Tracking
Some jobs need you to keep track of the hours you work.
Expensify has a timer you can start when you begin working and stop when you finish.
This helps you know how many hours you’ve worked.
Company Cards
If your company uses Expensify and gives you a special work credit card, called a company card, it can connect to the app.
When you use this card, the items you buy will automatically appear in Expensify.
This makes it super easy to keep track of work spending.
Rules and Making Things Automatic
Expensify has a cool feature where you can set up rules for certain types of expenses.
For example, if you always buy gas at the same gas station for work, you can tell Expensify to put those expenses in the “Gas” category automatically.
This can save you time because you won’t have to do it yourself every time.
You can set up other rules, too, to make managing your expenses even faster.
Tips for Using Expensify Like a Pro
Be Consistent
The more you use Expensify, the easier it will become.
Try to get into the habit of adding your expenses as soon as possible, like right after you buy something or take a picture of a receipt.
Double-Check SmartScan
Even though SmartScan is pretty smart, it can sometimes make little mistakes when it reads your receipts.
Always take a quick look to make sure the date, amount, and who you paid are correct.
It only takes a second and can save you trouble later.
Use Categories Wisely
Think about the different types of things you spend money on, and use the categories in Expensify to match them.
This will give you a better idea of where your money is going and make your reports clearer.
Make Your Notes Clear
When you add a note to an expense, make it short and easy to understand.
For example, instead of just writing “lunch,” write “Lunch with the boss about the new project.
This will help you remember why you spent the money later on.
Look Around in the Settings
Take a little time to explore the settings in Expensify.
There might be other helpful options you didn’t know about that could make managing your expenses even easier.
You might find ways to customize things or set up notifications.
Conclusion
See? Expensify makes tracking spending simpler.
No more lost paper.
No more trying to remember every little buy.
It’s like a helper on your phone.
With Expensify, say bye to paper piles.
Say hi to easy ways to see where your money goes.
It helps with work money or your own money.
Try Expensify.
See how easy managing money can be.
You might save time and worry less.
Expensify has help online. Happy tracking!
Frequently Asked Questions
What is Expensify used for?
Expensify is a tool to track and manage expenses. It helps you record spending, submit reports, and get reimbursed, often used for business but can help individuals too.
How do I take a picture of a receipt in Expensify?
Open the Expensify app and look for a camera icon or an “Add Expense” button. Tap it, and you can use your phone’s camera to snap a clear photo of your receipt.
Can Expensify connect to my bank account?
Yes, Expensify can connect to your bank accounts and credit cards. This allows some transactions to automatically appear in the app, saving you time on manual entry.
How do I create an expense report?
Go to the “Reports” section in Expensify and click “New Report.” Please give it a name and then select the expenses you want to include in that report before submitting it.
Is there a cost to use Expensify?
Expensify offers different plans, some of which are free for individuals with basic features. Businesses usually have paid plans with more advanced options and team management tools.
