Check Bank Account and Card Connection Status
Check Bank Account and Card Connection Status
Expensify shows a status badge on each bank account and card so you can tell at a glance whether it is working. When something needs your attention, a message appears below the row with a button that takes you straight to the step you need to finish.
Cards also show when they last imported transactions, so you can confirm your spend is up to date.
Who can see bank account and card connection status
- Any member can see the status of their own bank accounts and cards in Wallet.
- Workspace Admins and Payments Admins can see the status of the workspace payment account in Workflows.
Statuses appear automatically. There is no setting to turn them on.
How to check bank account and card connection status in Wallet
- In the navigation tabs (on the left on web, on the bottom on mobile), click Account > Wallet.
- In the Bank accounts section, review the badge on each bank account row.
- In the Cards section, review the badge and the sync time on each card row.
- If a message appears below a row, click the button in that message to resolve it.
What each bank account connection status means
| Badge | What it means | What appears below the row |
|---|---|---|
| Active | The account is verified and ready to use. | Nothing. |
| Incomplete | Setup was started but never finished. | Finish adding bank account, with a Finish button that reopens setup where you left off. |
| Pending | Expensify sent test transactions and is waiting for you to confirm them. | Please confirm test transactions, with a Confirm button. |
| Verifying | Expensify is reviewing the documents you submitted. Hover over the badge to see We’re reviewing your documentation. | Nothing. Wait for the review to finish. |
| Locked | The account was locked after too many failed validation attempts. | This account requires attention, with an Unlock button. |
To finish a Pending account, learn how to validate a business bank account.
To resolve a Locked account, learn how to unlock a business bank account.
What each card connection status means
| Badge | What it means | What appears below the row |
|---|---|---|
| Active | The card is connected and importing transactions. | Nothing. |
| Inactive | The connection is broken, so transactions have stopped importing. | A message that depends on the card, described below. |
The message shown on an Inactive card depends on who owns it and why the connection broke:
- Please fix this connection — a personal card you can reconnect yourself, with a Fix button.
- Your bank connection needs to be re-authenticated — a personal card where your bank requires you to log in again.
- Please fix this connection in company cards — a company card on a workspace you administer. The link opens Company cards for that workspace.
- Please ask an admin to fix this connection — a company card on a workspace you do not administer.
To reconnect a company card feed, learn how to fix a broken company card feed connection.
How to check when a card last imported transactions
Each card row in Wallet shows its sync time next to the card description:
- Synced [time] — how long ago the card last imported transactions successfully, for example Synced 2 hours ago.
- Never synced — the card has not imported any transactions yet.
The Expensify Card and cards imported from a spreadsheet do not show a sync time, because they do not connect to a bank.
How to check the payment account connection status in Workflows
The workspace payment account uses the same bank account statuses described above.
- In the navigation tabs (on the left on web, on the bottom on mobile), click Workspaces > [Workspace name].
- Select Workflows.
- Under Payments, review the badge on the payment account row.
- If a message appears below the row, click the button in that message to resolve it.
FAQ
Why does my bank account show Incomplete when I already submitted my details?
Incomplete means Expensify still needs at least one step from you before the account can be used. Click Finish on the row to reopen setup at the first step that is missing.
Why can’t I click the payment account row in Workflows?
You need to be a Workspace Admin or a Payments Admin to open the payment account. The row is also not clickable while you are offline or while the account is being removed.
Does an Inactive card delete my existing expenses?
No. Transactions that already imported stay in your account. Only new transactions stop importing until the connection is fixed.
Why doesn’t my Expensify Card show a sync time?
The Expensify Card posts transactions directly rather than importing them from a bank connection, so there is no sync to report.
