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What Happens to Your Expensify Account When You Die

HIGHExpense Management
DO NOT cancel — employees may have pending reimbursement requests and Expensify Cards may be active. Process outstanding reimbursements and freeze cards before making any account changes.

Quick Facts

Reimbursements

Employees may be owed money

Expensify Card

May be active

Reports

Pending expense reports

Integrations

Connected to accounting

Step-by-Step Guide

1

Review pending expense reports

Log into Expensify and check for pending expense reports that need approval and reimbursement. Employees are owed this money — process valid claims.

Estimated time: Day 1-3

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2

Freeze Expensify Cards

If Expensify Cards are in use, freeze all cards to prevent unauthorized spending. Go to Settings → Domains → Company Cards.

Estimated time: Day 1

3

Appoint a new policy admin

Add a trusted person as Workspace admin so they can approve reports, manage cards, and handle ongoing expense management.

Estimated time: Day 1-3

4

Export expense data

Download all expense reports, receipt images, and policy settings. This data supports tax deductions and financial records. Export to CSV or connect to accounting software.

Estimated time: Week 1

Document Now Checklist

  • Expensify login email and password
  • Company workspace/policy name
  • Whether Expensify Cards are active
  • Number of employees using Expensify
  • Connected accounting software
  • Pending reimbursement amounts

Last verified: June 2026. Platform policies may change. Verify current procedures directly with Expensify. This guide is for informational purposes only and does not constitute legal advice.

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