Manage Personal Cards
Manage Personal Cards
Expensify lets you manage your personal credit cards in one place using Wallet. From there, you can review card details, track spending, and use transactions for expense reporting.
If you don’t have a card connected yet, learn how to connect a personal card.
Who can manage personal cards
Anyone with a personal credit card connected to their Expensify account can manage it in Wallet.
How to view personal cards in Wallet
- Click the navigation tabs (on the left on web, on the bottom on mobile), then select Account > Wallet.
- Under Assigned cards:
- Personal cards will appear in the Personal section.
- You’ll see the card name, bank icon, and last 4 digits.
If you have both company and personal cards, you’ll see them separated into Company cards and Personal cards sections.
What you can manage on a personal card in Wallet
You can manage the following settings for a personal card:
- Rename the card with a custom nickname
- Turn on Mark transactions as reimbursable for imported transactions
- View the last successful transaction import
- Update the transaction start date for imports
- View imported transactions from the card
- Manually refresh the card to import recent transactions
- Fix connection issues if the card stops syncing
- Remove the card from your account
How to update personal card settings
- Click the navigation tabs (on the left on web, on the bottom on mobile), then select Account > Wallet.
- Under Assigned cards, select a personal card.
- On the Card details page, you can:
- Rename the card
- Update the card to pull in new transactions (if not CSV-imported)
- Unassign the card if it’s no longer needed
- Toggle Mark transactions as reimbursable to mark future transactions as reimbursable.
Note: Removing a personal card permanently deletes any unreported expenses or expenses on draft reports from that card.
Why a personal card connection can break
A personal card connection can break when your bank can no longer authenticate your account. Common causes include:
- Your bank login credentials changed (e.g., you updated your password).
- Your bank requires additional verification (e.g., multi-factor authentication expired).
- Your bank revoked access to the third-party connection.
- A temporary outage at your bank disrupted the connection.
When a connection breaks, Expensify can no longer import new transactions from that card.
How to know when a personal card connection is broken
When a personal card connection breaks, you’ll see:
- A notification in the Time Sensitive section on Home.
- A red dot indicator on Wallet in the navigation tabs.
- A red dot indicator on the card in Wallet leading to the error.
How to fix a broken personal card connection
- In the navigation tabs (on the left on web, on the bottom on mobile) navigate to Account > Wallet.
- Under Assigned cards, select the card with the broken connection.
- Choose Fix card.
- Log into your bank when prompted to re-authenticate the connection.
If logging into your bank doesn’t resolve the issue, tap Update card to attempt a manual refresh.
How the broken connection violation works
When you have a broken personal card connection, Expensify adds a broken connection violation to receipt-scanned cash expenses across all of your workspaces. This violation holds those expenses back in case they need to be merged with card transactions once the connection is fixed.
To resolve the violation, fix the broken card connection by following the steps above. The violation is automatically removed from affected expenses once the connection is restored.
You can tap the hyperlinked text in the violation to go directly to the Card details page in Wallet where you can fix the connection.
FAQ
Can I change the reimbursable setting for past transactions?
No. Changes to the reimbursable setting only apply to transactions imported after the change.
Why don’t I see my personal card in the Wallet?
Personal cards appear in the Wallet only if they were previously connected to your account in Expensify Classic. If your card doesn’t show up, it means it wasn’t connected before and isn’t available to manage yet.
Why do I see a broken connection violation on my expenses?
When a personal card connection breaks, Expensify adds a broken connection violation to receipt-scanned cash expenses. This holds them back in case they need to merge with card transactions once the connection is restored. Fix the card connection to remove the violation automatically.
When is the broken connection error removed?
The broken connection error is automatically removed when any of the following occurs:
- Logging into your bank successfully re-authenticates the connection.
- Tapping Update card successfully refreshes the card.
- Expensify’s daily automatic card refresh succeeds.
