From 8df10df4a1b6799b77bc6a05fb1ea277a6c7f14a Mon Sep 17 00:00:00 2001 From: "Neeraj Bachani (via MelvinBot)" Date: Mon, 20 Jul 2026 22:05:34 +0000 Subject: [PATCH] Docs: document View transactions shortcut on Expensify Card page Co-authored-by: Neeraj Bachani --- ...ew-and-Reconcile-Expensify-Card-Expenses.md | 18 ++++++++++++++++++ 1 file changed, 18 insertions(+) diff --git a/docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md b/docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md index 63b121f896d1..b64da268e5dc 100644 --- a/docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md +++ b/docs/articles/new-expensify/expensify-card/View-and-Reconcile-Expensify-Card-Expenses.md @@ -34,6 +34,24 @@ Workspace Admins can reconcile Expensify Card expenses when the Expensify Card i --- +## How to View the Transactions Counted Against Your Expensify Card Current Balance + +Your Expensify Card page shows a **Current balance** for each card feed. You can open a filtered list of the transactions that make up that balance directly from the card page. + +1. From the navigation tabs (on the left on web, on the bottom on mobile), select **Workspaces > [Workspace Name] > Expensify Card**. +2. Under the **Current balance** amount, click **View transactions**. +3. Review the filtered list of expenses that are counted against the current balance. + +The **View transactions** link opens a search filtered to that card feed's transactions that have not yet been withdrawn. The link appears only under the **Current balance** amount, not under the remaining limit or cash back amounts. + + + +--- + ## How to Verify Expensify Card Withdrawal Totals Against Your Bank Statement 1. On your bank statement, locate Expensify Card settlement charges.