From 176839201416afab545dc5323e9a07b4e1d93e8e Mon Sep 17 00:00:00 2001 From: "Maruf Sharifi (via MelvinBot)" Date: Thu, 21 May 2026 21:57:32 +0000 Subject: [PATCH 1/3] Update help docs to reflect Wallet section rename from Assigned cards to Cards The wallet section header was renamed from "Assigned cards" to "Cards" in Expensify/App#90936. Update help site articles that reference this UI label to match the new copy. Co-authored-by: Maruf Sharifi --- .../connect-credit-cards/Connect-Personal-Cards.md | 4 ++-- ...mport-Personal-Card-Transactions-From-a-Spreadsheet.md | 2 +- .../connect-credit-cards/Manage-Personal-Cards.md | 8 ++++---- 3 files changed, 7 insertions(+), 7 deletions(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md index bba95525d299..65f886803b13 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md @@ -27,7 +27,7 @@ Anyone with an Expensify account can connect up to two personal cards for free. - If your bank is not listed, select **Other** to connect via Plaid. 5. Follow the prompts to log into your bank and authorize the connection. -Once your card is connected, it will appear under **Assigned cards** in the **Wallet**, and transactions will begin importing automatically. +Once your card is connected, it will appear under **Cards** in the **Wallet**, and transactions will begin importing automatically. --- @@ -63,4 +63,4 @@ You can connect up to two personal cards for free. To add more, you'll need a pa ## How do I manage a personal card after connecting it? -Once connected, your card appears in **Account > Wallet** under **Assigned cards**. [Learn how to manage your personal cards](/articles/new-expensify/connect-credit-cards/Personal-Cards). +Once connected, your card appears in **Account > Wallet** under **Cards**. [Learn how to manage your personal cards](/articles/new-expensify/connect-credit-cards/Personal-Cards). diff --git a/docs/articles/new-expensify/connect-credit-cards/Import-Personal-Card-Transactions-From-a-Spreadsheet.md b/docs/articles/new-expensify/connect-credit-cards/Import-Personal-Card-Transactions-From-a-Spreadsheet.md index 6162db1c885c..3fa3ceee338c 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Import-Personal-Card-Transactions-From-a-Spreadsheet.md +++ b/docs/articles/new-expensify/connect-credit-cards/Import-Personal-Card-Transactions-From-a-Spreadsheet.md @@ -22,7 +22,7 @@ Anyone can import personal card transactions using a spreadsheet file in their a ## How to import personal card transactions from a spreadsheet 1. In the navigation tabs (on the left on web, on the bottom on mobile) select **Wallet**. -2. In the **Assigned Cards** section, choose **Import transactions**. +2. In the **Cards** section, choose **Import transactions**. 3. Enter a display name and configure the currency, reimbursable state, and amount sign direction. 3. Enter a display name and configure the currency, reimbursable state, and amount sign direction. 5. Map your spreadsheet columns to the required fields (**Date**, **Merchant**, **Amount**). diff --git a/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md index 6ee204c53804..a1a6c20ea19a 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md @@ -1,7 +1,7 @@ --- title: Manage Personal Cards description: Learn how to view, manage, and fix broken connections for personal credit cards in New Expensify. -keywords: [New Expensify, personal cards, Wallet, reimbursable, credit card import, Expensify Classic, New Expensify, assigned cards, card details, broken connection, fix card] +keywords: [New Expensify, personal cards, Wallet, reimbursable, credit card import, Expensify Classic, New Expensify, cards, card details, broken connection, fix card] internalScope: Audience is members with personal credit cards already connected to their account. Covers viewing and managing existing personal cards in the Wallet, including reimbursable settings and fixing broken card connections. Does not cover connecting new personal cards or company card programs. --- @@ -22,7 +22,7 @@ Anyone with a personal credit card connected to their Expensify account can mana ## How to view personal cards in Wallet 1. Click the navigation tabs (on the left on web, on the bottom on mobile), then select **Account > Wallet**. -2. Under **Assigned cards**: +2. Under **Cards**: - Personal cards will appear in the **Personal** section. - You'll see the card name, bank icon, and last 4 digits. @@ -50,7 +50,7 @@ You can manage the following settings for a personal card: ## How to update personal card settings 1. Click the navigation tabs (on the left on web, on the bottom on mobile), then select **Account > Wallet**. -2. Under **Assigned cards**, select a personal card. +2. Under **Cards**, select a personal card. 3. On the **Card details** page, you can: - Rename the card - Update the card to pull in new transactions (if not CSV-imported) @@ -93,7 +93,7 @@ Design request: https://github.com/Expensify/Expensify/issues/620248 ## How to fix a broken personal card connection 1. In the navigation tabs (on the left on web, on the bottom on mobile) navigate to **Account > Wallet**. -2. Under **Assigned cards**, select the card with the broken connection. +2. Under **Cards**, select the card with the broken connection. 3. Choose **Fix card**. 4. Log into your bank when prompted to re-authenticate the connection. From 365bad2fcfcc743e7abe9807bec0e438fb75dc77 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 27 May 2026 16:54:11 -1000 Subject: [PATCH 2/3] Update docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> --- .../connect-credit-cards/Connect-Personal-Cards.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md index 65f886803b13..0c4591807164 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md @@ -63,4 +63,4 @@ You can connect up to two personal cards for free. To add more, you'll need a pa ## How do I manage a personal card after connecting it? -Once connected, your card appears in **Account > Wallet** under **Cards**. [Learn how to manage your personal cards](/articles/new-expensify/connect-credit-cards/Personal-Cards). +Once connected, your card appears in **Account > Wallet** under **Cards**. [Learn how to manage your personal cards](/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards). From d14087bea69535221d245c4f98b905416377e719 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 27 May 2026 16:54:50 -1000 Subject: [PATCH 3/3] Apply suggestions from code review Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> --- .../new-expensify/connect-credit-cards/Manage-Personal-Cards.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md b/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md index a1a6c20ea19a..1ee54ef96c93 100644 --- a/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md +++ b/docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md @@ -1,7 +1,7 @@ --- title: Manage Personal Cards description: Learn how to view, manage, and fix broken connections for personal credit cards in New Expensify. -keywords: [New Expensify, personal cards, Wallet, reimbursable, credit card import, Expensify Classic, New Expensify, cards, card details, broken connection, fix card] +keywords: [New Expensify, personal cards, Wallet, reimbursable, credit card import, Expensify Classic, cards, card details, broken connection, fix card] internalScope: Audience is members with personal credit cards already connected to their account. Covers viewing and managing existing personal cards in the Wallet, including reimbursable settings and fixing broken card connections. Does not cover connecting new personal cards or company card programs. ---