What Happens to Your Expensify Account When You Die
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
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
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
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
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
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast 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.
Related Guides
Domain Names (GoDaddy, Namecheap, Cloudflare)
Domains expire on a specific date. If not renewed, they become publicly available and can be registered by anyone.
Shopify
If you have an active Shopify store, orders may continue coming in. Your executor needs access immediately to fulfill or refund.
GitHub
Transfer important private repositories to a trusted collaborator or organisation. Go to Repo Settings → Transfer.
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