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Can I add my bank account to send or receive expense payments?

UPDATE: As of 3/13/2017 the credit, debit, and ACH (bank accounts) have been removed from the Travefy Expense tool. If you created a trip before this date, you will still have the option to use all methods of payment.

Yes! You can add a bank account to pay expenses as well as receive expenses. You can also choose to do one just option for your bank account. Both options require different steps (both listed below). 

To receive payments AND pay expenses using your bank account, follow the steps below. 

(1) Log into your Account, and click on Wallet, then Add An Account for Receiving Money.

 

(2) Add your bank routing information. If you would like to use the same bank account to send money, then check the box next to "Also Verify This Account For Sending Money". Your bank account will then be verified and you will need to check your bank account statement to see the two small deposits made. It will deposit two small amounts in 1-2 days, which you will also need to enter into your wallet in Travefy. If you choose to verify your bank account for sending money, complete steps 3 and 4. If you are only receiving money, you're all set!

 

(3) Go back into your Wallet and click Verify Now.  

 

(4) Once two small amounts of money have been deposited into your account, enter the amounts that were deposited in box TEST AMOUNT 1 and TEST AMOUNT 2. Once successfully verified, you're all done and begin sending and receiving payments through Travefy. 

 

To only pay expenses using your bank account, follow the steps below. 

(1) Log into your Account, and click on Wallet, then Add An Account for Sending Money

 

(2) Add your bank account routing number and account number, then click Send Test Deposits. Check your bank account in 1-2 days for two small test deposits. After you see these deposits, come back to your Wallet and enter in the amounts. Once you do you can send money with this bank account. Follow steps below.

 

(3) Go back into your Wallet and click Verify Now.  

 

(4) Once two small amounts of money have been deposited into your account, enter the amounts that were deposited in box TEST AMOUNT 1 and TEST AMOUNT 2. Once successfully verified, you're all done and begin sending and receiving payments through Travefy. 

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