Adding or Updating Accounts in the Digital Wallet

Owned by IT Info
Jan 20, 2022
2 min read

Adding an Account

Follow these steps to add a credit card account:

  1. Click the Manage Digital Wallet link in the upper right corner of the Digital Wallet to add credit card accounts. The Manage Digital Wallet dialog appears.
  2. Click Add Account. The Search for Your Financial Institution screen appears.
  3. Select a suggested financial institution for your credit card (such as Bank of America or Capital One), or enter the name of your financial institution, and click Search. 
    • If the institution name is associated with several different types of accounts (such as bank accounts and credit cards), you can click a link to the appropriate account.
    • To search for the exact name of a financial institution, include the name in quotes. For example, entering “ABC Financial Institution” (with quotes) will return more precise results than entering ABC Financial Institution without quotes.
  4. The institution login screen appears for your financial institution. Enter your credentials, and click Continue. 
  5. The Select Accounts dialog appears. The account name appears with the last four digits of your account number so that you can identify it. Click the checkbox for the account. If you have multiple accounts, you can click the checkboxes to include them. 
  6. Choose the type of account, such as Personal Account or Company Account, from the Type drop-down menu for each account you are adding.
  7. Click the Save button.
  8. The Update Account page appears. You can select the range of transactions to import: up to 30, 60, or 100 days old. Select the appropriate range and click Update.

Note: Expense uses bank-level encryption for your login information. We cannot modify accounts connected to your Digital Wallet in any way.

After Expense imports the transactions, they appear in the Digital Wallet under the Transactions tab. The financial institution may not have all transactions immediately available. Some transactions may post to your account up to a week after your actual purchase.

Updating an Account

Follow these steps to update the login or edit a credit card account:

  1. Click the Manage Digital Wallet link in the upper right corner of the Digital Wallet to add credit card accounts. The Manage Digital Wallet dialog appears.
  2. Click one of the following links next to the account to modify:
    • Edit: Change the account's nickname, the Include in Digital Wallet option, and the card type.
      • Click the Include in Digital Wallet checkbox that appears for multiple cards to either include or temporarily not include the card in the Digital Wallet transactions. Unchecking this option does not remove the card from the Digital Wallet; it simply does not include the card's transactions in the Transactions tab.
      • Change the Nickname by entering a new nickname in the Nickname field.
      • Change the card type for each card in the Type drop-down menu to either Personal Account or Corporate Credit Card.
    • Update login: Click this link to go directly to the login screen for your financial institution. You can then enter the new login name and password, and click Continue. Digital Wallet updates the login for the account.
    • Remove: Click to remove an account, and then click OK to confirm. Warning: Don't remove accounts with transactions already saved in reports.