Add or remove a business bank account

This article covers how to add or remove a business bank account from your Expensify account or Workspace, along with important notes about permissions and restrictions. --- # Add a Business Bank Account to Expensify You can add a business bank account to your Wallet. ## Web 1. Go to **Settings > Account > Wallet > Bank Accounts**. 2. Choose **Add verified bank account** 3. Follow the on-screen instructions to complete the setup. ## Mobile 1. Tap the hamburger menu in the top-left corner. 2. Tap **Settings > Account > Wallet**. 3. Tap **Add bank account** and follow the setup instructions. For full setup steps, see: [Connect U.S. business bank account](https://docs.expensify.com/classic/connect-us-business-bank-account) --- # Add a Bank Account to a Workspace Once a business bank account has been connected and verified in your Wallet, you can link it to your Workspace for sending payments. 1. Go to **Settings > Workspace > [Workspace Name] > Workflows** and scroll to **Make or track payments**. 2. Click **Direct**. 3. Click **Add business bank account** and select the correct one from your Wallet. --- # Remove a Bank Account ## Web 1. Go to **Settings > Account > Wallet**. 2. Find the account you want to remove. 3. Click **Delete** next to the account name. ## Mobile 1. Tap the hamburger menu > **Settings > Account > Wallet**. 2. Tap the account you want to remove. 3. Tap **Delete bank account**. --- # Limitations When Removing a Bank Account You may be unable to delete a bank account if: - It is currently used as the **Expensify Card settlement account** - A **payment is pending** or recently failed If your account is a settlement account: - Go to **Settings > Domains > [Domain Name] > Company Cards > Settings** - Select a different account as the new settlement account before deleting If your account is locked due to a failed payment: - Contact Concierge for help resolving the issue before deletion is allowed