There might be cases when a transaction incurred by a user is personal and these transactions need not be matched with any expenses on Fyle as they were not requested by the organization. As an Admin/Finance user, you have the option of marking transactions as personal.

To mark a transaction as personal follow the steps mentioned below:

  1. Switch to the Organizational view on your Admin dashboard.

  2. Click on Manage Cards under the Corporate Cards tab and navigate to the Assigned Cards Section. Click on any card.

3. Navigate to the Unclassified Transactions section and click on the Classify Transaction button.

4. Click on Classify as Personal.

5. Click on the Classify as Personal button.

6. The transaction will be now visible under the Classified Transactions section and its status will be shown as Marked Personal.

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