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[No QA] Docs updates for E/A#90936 Update wallet Cards section label in help docs #91364

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greg-schroeder merged 3 commits into from
Jun 9, 2026
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[No QA] Docs updates for E/A#90936 Update wallet Cards section label in help docs #91364

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1768392
Update help docs to reflect Wallet section rename from Assigned cards…
MelvinBot May 21, 2026
365bad2
Update docs/articles/new-expensify/connect-credit-cards/Connect-Perso…
stephanieelliott May 28, 2026
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stephanieelliott May 28, 2026
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4 changes: 2 additions & 2 deletions docs/articles/new-expensify/connect-credit-cards/Connect-Personal-Cards.md
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Expand Up @@ -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.

---

Expand Down Expand Up @@ -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/Manage-Personal-Cards).
2 changes: 1 addition & 1 deletion ...fy/connect-credit-cards/Import-Personal-Card-Transactions-From-a-Spreadsheet.md
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Expand Up @@ -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**).
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8 changes: 4 additions & 4 deletions docs/articles/new-expensify/connect-credit-cards/Manage-Personal-Cards.md
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@@ -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, 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.
---

Expand All @@ -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.

Expand Down Expand Up @@ -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)
Expand Down Expand Up @@ -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.

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