From 3939b3127574f1be0910718733028939dc9d5964 Mon Sep 17 00:00:00 2001 From: MelvinBot Date: Fri, 27 Feb 2026 02:08:44 +0000 Subject: [PATCH 01/15] Remove Individual Workspace references from help pages As part of the migration of paid personal plan users to Collect workspaces (Expensify/Expensify#588858), remove references to Individual Workspaces across 6 help pages: - Change-Plan-Or-Subscription: Remove Individual Plan subscription and downgrade sections - Create-a-workspace-for-yourself: Remove Individual vs Group distinction, simplify workspace creation - Expense-Types: Simplify workspace filter label - Expense-Settings: Remove individual/group workspace distinction - Navigate-multiple-workspaces: Simplify intro wording - Personal-and-Corporate-Karma: Update settings path, remove Individual workspace screenshot, fix Sign in URL Co-authored-by: Stephanie Elliott --- .../expenses/Expense-Types.md | 2 +- .../Change-Plan-Or-Subscription.md | 39 +------------------ .../Personal-and-Corporate-Karma.md | 12 +++--- .../Create-a-workspace-for-yourself.md | 29 ++++---------- .../workspaces/Expense-Settings.md | 2 +- .../Navigate-multiple-workspaces.md | 2 +- 6 files changed, 16 insertions(+), 70 deletions(-) diff --git a/docs/articles/expensify-classic/expenses/Expense-Types.md b/docs/articles/expensify-classic/expenses/Expense-Types.md index 9012cc77d8e5e..3962608cf0927 100644 --- a/docs/articles/expensify-classic/expenses/Expense-Types.md +++ b/docs/articles/expensify-classic/expenses/Expense-Types.md @@ -69,7 +69,7 @@ Use filters to narrow down the data: 2. Adjust the filters at the top of the page: - **Date Range** – Select a specific time frame. - **Merchant Name** – Find expenses from a particular vendor (partial searches work). - - **Workspace** – View expenses for a specific Group or Individual Workspace. + - **Workspace** – View expenses for a specific workspace. - **Categories** – Filter by category to refine your search. - **Tags** – Locate expenses based on assigned tags. - **Submitters** – Find expenses by employee or vendor. diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 16bc8d4dbaf7f..9a4025090dbe8 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -5,28 +5,7 @@ keywords: [Expensify Classic, workspace plan, subscription] --- -Expensify offers several plans based on your needs: **Track, Submit, Collect, Control,** and **Free**. Your choice depends on whether you manage expenses individually, for a group, or for a company. You may need to upgrade if you hire employees who need access to a **Group Workspace** or require features exclusive to paid plans. - ---- - -# Change a Subscription on an Individual Plan - -**Web:** -1. Go to **Settings > Workspaces > Individual > [Workspace Name]**. -2. Click **Overview** and select **Switch** under your desired plan. - -**Mobile:** -1. Open the Expensify app. -2. Tap the **hamburger menu** (three lines) on the top left. -3. Tap **Settings**. -4. Tap **View All** under your Workspace. -5. Select the Workspace under the **Individual** tab. -6. Tap **Current Plan**. -7. Tap **Switch** to change plans. - -## Upgrade to a Group Workspace -1. Go to **Settings > Workspaces > Group**. -2. Select a **Collect** or **Control** plan. +Expensify offers several plans based on your needs: **Collect, Control,** and **Free**. You may need to upgrade if you hire employees who need access to your workspace or require features exclusive to paid plans. --- @@ -61,22 +40,6 @@ Expensify offers several plans based on your needs: **Track, Submit, Collect, Co --- -# Downgrading to a Free Account from an Individual Plan - -**Web:** -1. Log in via a web browser. -2. Go to **Settings > Workspaces > Individual > Subscription**. -3. Click **Cancel Subscription**. - - **Note**: The subscription is prepaid for 30 days of unlimited **SmartScanning**. No refunds are issued, but you retain access until the period ends. - -**App Store (iOS Users):** -1. Go to the **App Store**. -2. Tap your **Apple ID** > **Subscriptions**. -3. Cancel your Expensify subscription. - - **Note**: This cannot be done within Expensify. Downgrading to a free account must happen from the App Store. - ---- - # Downgrading to a Free Account from a Group Plan ## Pay-Per-Use Plan diff --git a/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md b/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md index 49c69dfda8e8c..81f72da60d5fd 100644 --- a/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md +++ b/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md @@ -20,13 +20,11 @@ The fund from your Personal Karma is determined by the expense's MCC (Merchant C ## Setting Up Personal Karma Donations -You can enable Personal Karma donations from your personal workspace settings. +You can enable Personal Karma donations from your workspace settings. -1. [Sign in](www.expensify.com) to your web account. -2. Go to **Settings > Workspace > Individual**. -3. Under the **Subscription** section, enable Karma donations. - -![Settings > Workspaces > Individual workspace > enable Personal Karma in settings](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_Karma_Individual.png){:width="100%"} +1. [Sign in](https://www.expensify.com) to your web account. +2. Go to **Settings > Workspace > [Your Workspace Name] > Subscription**. +3. Enable Karma donations. --- @@ -42,7 +40,7 @@ The fund to which your Corporate Karma goes is determined by the expense's MCC ( As a [workspace billing owner](https://help.expensify.com/articles/expensify-classic/workspaces/Assign-billing-owner-and-payment-account), you can enable Corporate Karma from the group workspace settings. -1. [Sign in](www.expensify.com) to your web account. +1. [Sign in](https://www.expensify.com) to your web account. 2. Go to **Settings > Workspace > Group**. 3. Under the **Subscription** section, enable Karma donations. diff --git a/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md b/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md index 7879530999a92..6a7aace982afd 100644 --- a/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md +++ b/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md @@ -6,7 +6,7 @@ keywords: [Expensify Classic, create workspace, new workspace, getting started] Creating a workspace in Expensify Classic is the first step to organizing your expenses and managing your finances efficiently. This guide walks you through setting up your workspace so you can seamlessly track receipts, submit reports, and stay on top of your spending. -All Expensify accounts include an Individual Workspace, which allows you to track personal expenses. If you want to connect your personal expenses to an accounting or travel integration, you can create a Group Workspace — even if you are the only member. +You can create a workspace to track personal expenses and connect to accounting or travel integrations — even if you are the only member. --- @@ -29,24 +29,9 @@ Your personal assistant, **Concierge**, is available on your Expensify Home page # 3. Create a Workspace -## Individual vs. Group Workspaces -- **Individual Workspace**: A private space for managing your personal expenses. -- **Group Workspace**: Designed for teams, even if you’re the only member. Group workspaces include features like expense approval flows and integrations with accounting, HR, and travel tools. - -## Set Up Your Individual Workspace -1. Go to **Settings** > **Workspaces**. -2. Click the **Individual** tab on the left. -3. Click the workspace name to set up your Individual Workspace. -4. Go to Plan on the workspace menu to select the workspace type that fits your needs. -5. Configure your workspace details (e.g., workspace name, categories, tags, etc). - -Note: The Individual Workspace is an underlying component of Expensify Classic. It cannot be deleted, and you can't add additional Individual Workspaces. Only additional Group Workspaces can be added manually (see below). Individual workspaces don't connect directly to accounting software or have the ability to add users. - -## Create a Group Workspace 1. Go to **Settings** > **Workspaces**. -2. Click the **Group** tab on the left. -3. Click **New Workspace**. -4. Set up the workspace details (e.g., name, expense rules, categories). +2. Click **New Workspace**. +3. Set up the workspace details (e.g., name, expense rules, categories). --- @@ -127,13 +112,13 @@ When logging in, use the Magic Code from your email and the 6-digit code from yo # FAQ -## Is the Individual workspace free? +## Can I use Expensify for free? -Yes, individuals can use Expensify for free to track expenses. +Yes, you can use Expensify for free to track expenses. -## Can I create a Group workspace to use just for myself? +## Can I create a workspace to use just for myself? -Yes, group workspaces include key features such as more robust approval rules, direct connections to accounting integrations, and access to Expensify Travel. These are helpful features for automating expense tracking, even if you are the only member of the workspace. +Yes, a workspace includes key features such as approval rules, direct connections to accounting integrations, and access to Expensify Travel. These are helpful features for automating expense tracking, even if you are the only member of the workspace. See pricing details [here](https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing). diff --git a/docs/articles/expensify-classic/workspaces/Expense-Settings.md b/docs/articles/expensify-classic/workspaces/Expense-Settings.md index 8e773bb237d0b..8e93c3a83f9fb 100644 --- a/docs/articles/expensify-classic/workspaces/Expense-Settings.md +++ b/docs/articles/expensify-classic/workspaces/Expense-Settings.md @@ -4,7 +4,7 @@ description: Customize and manage expense settings at the workspace level, inclu keywords: [Expensify Classic, expenses, violations, reimbursable, billable, mileage, eReceipts, taxes, Concierge Receipt Audit, expense rules] --- -Expensify offers multiple ways to customize how expenses are created and managed at the workspace level. Whether you’re using an individual workspace or managing expenses in a group workspace, you can configure various settings to suit your needs. +Expensify offers multiple ways to customize how expenses are created and managed at the workspace level. You can configure various settings to suit your needs. You can manage expense rules and distance rates at the workspace level. The following expense-level settings are customizable: diff --git a/docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md b/docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md index 4913da8146439..a5d5bfeed7df6 100644 --- a/docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md +++ b/docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md @@ -4,7 +4,7 @@ description: Using more than one Expensify workspace keywords: [Expensify Classic, default workspace] --- -If you have multiple workspaces—whether an individual workspace and a group workspace or multiple group workspaces—you’ll want to: +If you have multiple workspaces, you’ll want to: - Set a default workspace. (*Note: Some domains automatically set your default workspace, and in these cases, you cannot change it.*) - Select your workspace before creating an expense or report to ensure it’s posted to the correct workspace. From aec734dba45fc5ba0e548011c3f54af3f6664658 Mon Sep 17 00:00:00 2001 From: MelvinBot Date: Fri, 27 Feb 2026 02:17:26 +0000 Subject: [PATCH 02/15] Address review feedback: improve consistency and readability in help docs - Simplify section headings in Change-Plan-Or-Subscription.md to remove Group Plan references that were inconsistent with the updated intro - Align Corporate Karma navigation path to match Personal Karma pattern in Personal-and-Corporate-Karma.md - Tighten FAQ wording in Create-a-workspace-for-yourself.md --- .../expensify-billing/Change-Plan-Or-Subscription.md | 4 ++-- .../expensify-billing/Personal-and-Corporate-Karma.md | 6 +++--- .../getting-started/Create-a-workspace-for-yourself.md | 2 +- 3 files changed, 6 insertions(+), 6 deletions(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 9a4025090dbe8..98b7fe5eb32e1 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -9,7 +9,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** --- -# Changing a Subscription on a Group Plan +# Changing Your Subscription **Web:** 1. Go to **Settings > Workspaces > Group > [Your Group Workspace]**. @@ -40,7 +40,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** --- -# Downgrading to a Free Account from a Group Plan +# Downgrading to a Free Account ## Pay-Per-Use Plan 1. Go to **Settings > Workspaces > Group**. diff --git a/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md b/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md index 81f72da60d5fd..2e44d26bcd1d4 100644 --- a/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md +++ b/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md @@ -38,11 +38,11 @@ The fund to which your Corporate Karma goes is determined by the expense's MCC ( ## Setting Up Corporate Karma Donations -As a [workspace billing owner](https://help.expensify.com/articles/expensify-classic/workspaces/Assign-billing-owner-and-payment-account), you can enable Corporate Karma from the group workspace settings. +As a [workspace billing owner](https://help.expensify.com/articles/expensify-classic/workspaces/Assign-billing-owner-and-payment-account), you can enable Corporate Karma from your workspace settings. 1. [Sign in](https://www.expensify.com) to your web account. -2. Go to **Settings > Workspace > Group**. -3. Under the **Subscription** section, enable Karma donations. +2. Go to **Settings > Workspace > [Your Workspace Name] > Subscription**. +3. Enable Karma donations. ![Settings > Workspaces > Group > enable Corporate Karma in subscription settings](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_Karma_Group.png){:width="100%"} diff --git a/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md b/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md index 6a7aace982afd..fff6fcab9ce13 100644 --- a/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md +++ b/docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md @@ -118,7 +118,7 @@ Yes, you can use Expensify for free to track expenses. ## Can I create a workspace to use just for myself? -Yes, a workspace includes key features such as approval rules, direct connections to accounting integrations, and access to Expensify Travel. These are helpful features for automating expense tracking, even if you are the only member of the workspace. +Yes, a workspace includes features such as approval rules, direct connections to accounting integrations, and access to Expensify Travel -- even if you are the only member. See pricing details [here](https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Plan-types-and-pricing). From 3c95d9c8d084e9c30829c015bccdd80d001384d8 Mon Sep 17 00:00:00 2001 From: MelvinBot Date: Fri, 27 Feb 2026 02:21:25 +0000 Subject: [PATCH 03/15] Update FAQ to align with simplified plan terminology Connects the FAQ answers to the plan types (Collect, Control, Free) listed in the intro, and removes the "Group Workspace" reference to match the simplified language used throughout the page. --- .../expensify-billing/Change-Plan-Or-Subscription.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 98b7fe5eb32e1..a3cac6a9c2905 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -62,11 +62,11 @@ Once downgraded, your Workspace will be deleted, and a refund line item will app # FAQ -## Will I be charged for a monthly subscription even if I don't use SmartScans? +## Will I be charged for my subscription even if I don't use SmartScans? -Yes, monthly subscriptions are prepaid and not usage-based, so you will be charged regardless of activity. +Yes, Collect and Control subscriptions are prepaid and not usage-based, so you will be charged regardless of activity. -## I'm in a Group Workspace. Do I need the monthly subscription too? +## I'm in a workspace. Do I need my own subscription too? -No, Group Workspace members already have unlimited **SmartScans**. However, you can keep a subscription for personal use if you leave your company's Workspace. +No, workspace members already have unlimited **SmartScans**. However, you can keep a subscription for personal use if you leave your company's workspace. From 4b9d062bf5310599f6a03ac354331f591f8e74d0 Mon Sep 17 00:00:00 2001 From: "{\"message\":\"Not Found\",\"documentation_url\":\"https://docs.github.com/rest/issues/comments#get-an-issue-comment\",\"status\":\"404\"} (via MelvinBot)" Date: Wed, 11 Mar 2026 13:51:45 +0000 Subject: [PATCH 04/15] Add New Expensify Personal Karma help page and link from classic article Create a new help page for Personal Karma under New Expensify settings, documenting the new Settings > Save the World > Personal Karma path. Update the classic article to link to the new page instead of showing the old workspace setup instructions. Co-authored-by: {"message":"Not Found","documentation_url":"https://docs.github.com/rest/issues/comments#get-an-issue-comment","status":"404"} <{"message":"Not Found","documentation_url":"https://docs.github.com/rest/issues/comments#get-an-issue-comment","status":"404"}@users.noreply.github.com> --- .../Personal-and-Corporate-Karma.md | 6 +--- .../new-expensify/settings/Personal-Karma.md | 34 +++++++++++++++++++ 2 files changed, 35 insertions(+), 5 deletions(-) create mode 100644 docs/articles/new-expensify/settings/Personal-Karma.md diff --git a/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md b/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md index 2e44d26bcd1d4..911ba5e1409de 100644 --- a/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md +++ b/docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md @@ -20,11 +20,7 @@ The fund from your Personal Karma is determined by the expense's MCC (Merchant C ## Setting Up Personal Karma Donations -You can enable Personal Karma donations from your workspace settings. - -1. [Sign in](https://www.expensify.com) to your web account. -2. Go to **Settings > Workspace > [Your Workspace Name] > Subscription**. -3. Enable Karma donations. +Personal Karma is now managed in New Expensify. To enable or disable Personal Karma donations, see the [Personal Karma](https://help.expensify.com/articles/new-expensify/settings/Personal-Karma) help page. --- diff --git a/docs/articles/new-expensify/settings/Personal-Karma.md b/docs/articles/new-expensify/settings/Personal-Karma.md new file mode 100644 index 0000000000000..cde30c394c0ca --- /dev/null +++ b/docs/articles/new-expensify/settings/Personal-Karma.md @@ -0,0 +1,34 @@ +--- +title: Personal Karma +description: Automatically donate a portion of your expenses to Expensify.org through Personal Karma. +keywords: [New Expensify, personal karma, donations, expensify.org, save the world] +--- + +Personal Karma allows you to automatically donate a small percentage of your monthly added expenses to [Expensify.org](https://www.expensify.org/about). + +For every $500 of expenses added, you'll donate $1 to a related Expensify.org fund. All reported and unreported expenses, including invoice expenses, are calculated to get the donation amount. Each month, Expensify will charge the billing card on file for the donation amount, and you'll receive a donation receipt via email. + +The fund your Personal Karma supports is determined by the expense's MCC (Merchant Category Code). Each MCC supports one of Expensify.org's funds: Climate Justice, Food Security, Housing Equity, Reentry Services, and Youth Advocacy. + +--- + +# Enable or Disable Personal Karma + +1. Go to **Settings > Save the World > Personal Karma**. +2. Toggle Personal Karma on or off. + +--- + +# FAQ + +## How is my donation amount calculated? + +Your donation is based on the total amount of all expenses on the Expenses page, including both reported and unreported expenses. For every $500, $1 is donated. + +## Where does my donation go? + +Donations are directed to one of Expensify.org's five funds — Climate Justice, Food Security, Housing Equity, Reentry Services, or Youth Advocacy — based on the Merchant Category Code of each expense. + +## How am I charged? + +Expensify charges the billing card on file each month for the donation amount. You'll receive a donation receipt via email. From 9e0c5f56a7727578efa7400ea0698afb5a436023 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 12 Mar 2026 17:56:29 -1000 Subject: [PATCH 05/15] Update Personal-Karma.md --- .../new-expensify/settings/Personal-Karma.md | 55 +++++++++++++++---- 1 file changed, 43 insertions(+), 12 deletions(-) diff --git a/docs/articles/new-expensify/settings/Personal-Karma.md b/docs/articles/new-expensify/settings/Personal-Karma.md index cde30c394c0ca..40d8ebd650a77 100644 --- a/docs/articles/new-expensify/settings/Personal-Karma.md +++ b/docs/articles/new-expensify/settings/Personal-Karma.md @@ -1,34 +1,65 @@ --- title: Personal Karma -description: Automatically donate a portion of your expenses to Expensify.org through Personal Karma. -keywords: [New Expensify, personal karma, donations, expensify.org, save the world] +description: Learn how Personal Karma works, how donation amounts are calculated, and how to enable or disable automatic donations to Expensify.org. +keywords: [New Expensify, personal karma, donations, expensify.org, save the world, Expensify.org donation, automatic donation, billing card charge] --- -Personal Karma allows you to automatically donate a small percentage of your monthly added expenses to [Expensify.org](https://www.expensify.org/about). +# Personal Karma -For every $500 of expenses added, you'll donate $1 to a related Expensify.org fund. All reported and unreported expenses, including invoice expenses, are calculated to get the donation amount. Each month, Expensify will charge the billing card on file for the donation amount, and you'll receive a donation receipt via email. +Personal Karma lets you automatically donate a small percentage of your monthly added expenses to [Expensify.org](https://www.expensify.org/about). -The fund your Personal Karma supports is determined by the expense's MCC (Merchant Category Code). Each MCC supports one of Expensify.org's funds: Climate Justice, Food Security, Housing Equity, Reentry Services, and Youth Advocacy. +For every $500 in expenses you add, $1 is donated to a related Expensify.org fund. Donations are calculated monthly and charged to the billing card on file. You’ll receive a donation receipt by email after each charge. --- -# Enable or Disable Personal Karma +## How to enable or disable Personal Karma -1. Go to **Settings > Save the World > Personal Karma**. -2. Toggle Personal Karma on or off. +1. In the navigation tabs (on the left on Web, at the bottom on Mobile), choose **Account**. +2. Select **Save the World** +3. Toggle **Personal Karma** to enable or disable it. + +--- + +## How Personal Karma calculates your donation amount + +Your donation is based on the total amount of expenses added during the month. + +This includes: + - Reported expenses + - Unreported expenses + - Invoice expenses + +For every $500 in total expenses, $1 is donated. For example: + + - $500 in expenses = $1 donation + - $2,500 in expenses = $5 donation + +The total donation amount is calculated at the end of each month. + +--- + +## How Expensify charges you for Personal Karma donations + +At the end of each month, Expensify calculates your total donation amount and charges your billing card on file. A donation receipt is sent to your email. + +To change the card where Personal Karma is charged, [update your Expensify billing card](https://help.expensify.com/articles/new-expensify/billing-and-subscriptions/Add-a-payment-card-and-view-your-subscription#how-to-update-your-expensify-billing-card). --- # FAQ -## How is my donation amount calculated? +## Does Personal Karma include unreported expenses? -Your donation is based on the total amount of all expenses on the Expenses page, including both reported and unreported expenses. For every $500, $1 is donated. +Yes. All expenses on the Expenses page — reported and unreported — are included in the monthly total used to calculate your donation. ## Where does my donation go? Donations are directed to one of Expensify.org's five funds — Climate Justice, Food Security, Housing Equity, Reentry Services, or Youth Advocacy — based on the Merchant Category Code of each expense. -## How am I charged? +## Can I choose which Expensify.org fund receives my donation? + +No. The fund is automatically selected based on the Merchant Category Code (MCC) of each expense. + +## How can I learn more about Expensify.org's fund categories? -Expensify charges the billing card on file each month for the donation amount. You'll receive a donation receipt via email. +To learn more about Expensify.org funding categories, visit [expensify.org/funds](https://www.expensify.org/funds). From 29d2734998aec04932698155f1ff17c2f4552b3a Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:48:59 -0700 Subject: [PATCH 06/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index a3cac6a9c2905..0daac56897720 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -29,7 +29,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** - **Existing Workspaces Switching to Annual**: Based on the last month's active users. ## Auto-Increase Subscription Size -1. Go to **Settings > Workspaces > Group > Subscription**. +1. Go to **Settings > Workspaces > Subscription**. 2. Toggle **Auto-increase annual seats**. 3. When enabled, your subscription size will adjust automatically based on usage, triggering a new 12-month commitment for the updated size. From 65c888a68ffeb68a3661087cfdf71e672a9ad1a4 Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:49:15 -0700 Subject: [PATCH 07/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 0daac56897720..9e2052d0a10ca 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -12,7 +12,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** # Changing Your Subscription **Web:** -1. Go to **Settings > Workspaces > Group > [Your Group Workspace]**. +1. Go to **Settings > Workspaces > [Your Workspace]**. 2. Click **Overview** and select **Switch** under your desired plan. **Mobile:** From e3a63e5b4d6e4d6091535c9d714286cbc0a2ec44 Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:49:27 -0700 Subject: [PATCH 08/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 9e2052d0a10ca..3a4ef39a0819c 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -22,7 +22,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** --- ## Adjust Subscription Size -1. Go to **Settings > Workspaces > Group > Subscription**. +1. Go to **Settings > Workspaces > Subscription**. 2. Enter the desired number in the **Subscription size** field. - If left blank, your subscription size will be set automatically: - **New Workspaces**: Based on active users in the first month. From 71eca4c6fe218e77345dd308d9cb60afb33e02c1 Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:49:51 -0700 Subject: [PATCH 09/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 3a4ef39a0819c..bdbbb058a12bb 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -34,7 +34,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** 3. When enabled, your subscription size will adjust automatically based on usage, triggering a new 12-month commitment for the updated size. ## Auto-Renew Subscription -1. Go to **Settings > Workspaces > Group > Subscription**. +1. Go to **Settings > Workspaces > Subscription**. 2. Toggle **Auto-renew** off before your current subscription ends if you do not want it to renew. - If **Auto-renew** is disabled, your final bill at the annual rate will be issued on the date listed under **Subscriptions**. From 9e45df6349c4ddc0a92fc7081144e0202ca33a9a Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:50:02 -0700 Subject: [PATCH 10/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index bdbbb058a12bb..c4a13d2b9a7eb 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -21,7 +21,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** --- -## Adjust Subscription Size +## Adjust Annual Subscription Size 1. Go to **Settings > Workspaces > Subscription**. 2. Enter the desired number in the **Subscription size** field. - If left blank, your subscription size will be set automatically: From fd5115eb694a19d50ae80b6a79b85f8b67091bb3 Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:50:14 -0700 Subject: [PATCH 11/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index c4a13d2b9a7eb..403c7fa5c7148 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -30,7 +30,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** ## Auto-Increase Subscription Size 1. Go to **Settings > Workspaces > Subscription**. -2. Toggle **Auto-increase annual seats**. +2. Toggle **Auto Increase Subscription Size**. 3. When enabled, your subscription size will adjust automatically based on usage, triggering a new 12-month commitment for the updated size. ## Auto-Renew Subscription From 4cc4de8ed35e38c14a6f014820bdcb2b4c8733df Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:50:27 -0700 Subject: [PATCH 12/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 403c7fa5c7148..818aa55581b09 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -35,7 +35,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** ## Auto-Renew Subscription 1. Go to **Settings > Workspaces > Subscription**. -2. Toggle **Auto-renew** off before your current subscription ends if you do not want it to renew. +2. Toggle **Auto Renew** off before your current subscription ends if you do not want it to renew. - If **Auto-renew** is disabled, your final bill at the annual rate will be issued on the date listed under **Subscriptions**. --- From 35ac1df717ee3b79e514efa6dfeab4aa8c03c715 Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:50:37 -0700 Subject: [PATCH 13/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 818aa55581b09..2f67f73b6a1a0 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -36,7 +36,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** ## Auto-Renew Subscription 1. Go to **Settings > Workspaces > Subscription**. 2. Toggle **Auto Renew** off before your current subscription ends if you do not want it to renew. - - If **Auto-renew** is disabled, your final bill at the annual rate will be issued on the date listed under **Subscriptions**. + - If **Auto Renew** is disabled, your final bill at the annual rate will be issued on the date listed under **Subscriptions**. --- From 467c8e528c36727b2fd335f0d2fe9f64ecd101f0 Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:50:45 -0700 Subject: [PATCH 14/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 2f67f73b6a1a0..2de584d0a6b04 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -43,7 +43,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** # Downgrading to a Free Account ## Pay-Per-Use Plan -1. Go to **Settings > Workspaces > Group**. +1. Go to **Settings > Workspaces**. 2. Click the **cog icon** next to your Workspace name. 3. Select **Delete**. - **Note**: Deleting a Workspace removes its settings and members but does not delete their Expensify accounts. From 63dd39065b4543adceddc4d1870a0f624303c047 Mon Sep 17 00:00:00 2001 From: Garrett Knight Date: Fri, 13 Mar 2026 11:51:02 -0700 Subject: [PATCH 15/15] Update docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md Co-authored-by: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> --- .../expensify-billing/Change-Plan-Or-Subscription.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md index 2de584d0a6b04..5dbc2f8647080 100644 --- a/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md +++ b/docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md @@ -46,7 +46,7 @@ Expensify offers several plans based on your needs: **Collect, Control,** and ** 1. Go to **Settings > Workspaces**. 2. Click the **cog icon** next to your Workspace name. 3. Select **Delete**. - - **Note**: Deleting a Workspace removes its settings and members but does not delete their Expensify accounts. + - **Note**: Only the Billing Owner can delete a Workspace. Deleting a Workspace removes its settings and members but does not delete members' Expensify accounts. - If any members were active that month (submitted, approved, or edited reports), you will be billed for their usage. ## Annual Subscription