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DOCS: Create Set-up-your-wallet.md #41944

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50 changes: 50 additions & 0 deletions docs/articles/new-expensify/expenses/Set-up-your-wallet.md
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---
title: Set up your wallet
description: Send and receive payments by adding your payment account
---
<div id="new-expensify" markdown="1">
To send and receive money using Expensify, you’ll first need to set up your Expensify Wallet by adding your payment account.

{% include selector.html values="desktop, mobile" %}

{% include option.html value="desktop" %}
1. Click your profile image or icon in the bottom left menu.
2. Click **Wallet** in the left menu.
3. Click **Enable wallet**.
4. If you haven’t already added your bank account, click **Continue** and follow the prompts to add your bank account details with Plaid. If you have already connected your bank account, you’ll skip to the next step.

{% include info.html %}
Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information.
{% include end-info.html %}

5. Enter your personal details (including your name, address, date of birth, phone number, and the last 4 digits of your social security number).
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6. Click **Save & continue**.
7. Review the Onfido terms and click **Accept**.
8. Use the prompts to continue the next steps on your mobile device where you will select which option you want to use to verify your device: a QR code, a link, or a text message.
9. Follow the prompts on your mobile device to submit your ID with Onfido.

When your ID is uploaded successfully, Onfido closes automatically. You can return to your Expensify Wallet to verify that it is now enabled. Once enabled, you are ready to send and receive payments.
{% include end-option.html %}

{% include option.html value="mobile" %}
1. Tap your profile image or icon in the bottom menu.
2. Tap **Wallet**.
3. Tap **Enable wallet**.
4. If you haven’t already added your bank account, tap **Continue** and follow the prompts to add your bank account details with Plaid. If you have already connected your bank account, you’ll skip to the next step.

{% include info.html %}
Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information.
{% include end-info.html %}

5. Enter your personal details (including your name, address, date of birth, phone number, and the last 4 digits of your social security number).
ren-jones marked this conversation as resolved.
Show resolved Hide resolved
6. Tap **Save & continue**.
7. Review the Onfido terms and tap **Accept**.
8. Follow the prompts to submit your ID with Onfido. When your ID is uploaded successfully, Onfido closes automatically.
9. Tap **Enable wallet** again to enable payments for the wallet.

Once enabled, you are ready to send and receive payments.
{% include end-option.html %}

{% include end-selector.html %}

</div>
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