From 2a85f07a6a9fa6a02d31aa149d43d14b5b0c7925 Mon Sep 17 00:00:00 2001 From: "Aswin S (via MelvinBot)" Date: Mon, 27 Jul 2026 19:11:24 +0000 Subject: [PATCH] Docs: document auto-seeded My expenses saved search for dual-role users Co-authored-by: Aswin S --- .../Using-Reports-in-New-Expensify.md | 8 +++++++- 1 file changed, 7 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md b/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md index d29cba572a65..1d2a4ccb5e69 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md +++ b/docs/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify.md @@ -1,7 +1,7 @@ --- title: Using Spend in New Expensify description: Learn how to use Spend in New Expensify to search, filter, customize columns, and save searches for expenses, invoices, trips, and chats. -keywords: [Spend, New Expensify, report filters, search commands, custom columns, saved searches, share saved search, group expenses, invoices, expenses, chats, trips, reimbursement tracking, view expenses, customize report view, reporting table columns, Tag GL code, Category GL code] +keywords: [Spend, New Expensify, report filters, search commands, custom columns, saved searches, share saved search, My expenses saved search, default saved search, group expenses, invoices, expenses, chats, trips, reimbursement tracking, view expenses, customize report view, reporting table columns, Tag GL code, Category GL code] ---
@@ -141,6 +141,12 @@ Saved searches are listed in alphabetical order by name. To rename a saved search, click **Save** while viewing it and enter a new name. You can also rename, share, or delete a saved search by selecting the three dots **(⋮)** next to it. Selecting **Share** copies the search URL to your clipboard. +## Why you have a My expenses saved search + +If you both submit and approve expenses, Expensify automatically adds a **My expenses** saved search to the **Saved** section the first time you visit **Spend**. It filters to expenses you submitted so you can quickly review your own spend. + +This saved search is created only once. If you rename or delete it, Expensify will not add it back. + --- # Report types