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Personal Transactions

The Personal Transactions section allows you to separate Transactions that were accidentally made for personal use or transactions automatically fed through integrations that you do not want to include in your expense reports.

 

How to View Your Personal Transactions

  1. Open the My Transactions Module:
    From the bottom navigation menu, tap on the Expense tab, then select My Transactions.
    My Transactions tab in the Expense module in the ExpensePoint mobile app

  2. Access Personal Transactions:
    Tap the hamburger menu in the upper right corner and select Personal Transactions.
    This will display any Personal Transactions you have marked within the last 60 days.
    Note: After 60 days, all Personal Transactions will be automatically deleted. 
    Warning Banner stating: "Personal transactions are automatically deleted after 60 days"

  3. Empty List
    If you do not have any Personal Transactions, this list will be empty.

 

For web browser or desktop application instructions, please refer to this article.