Accidentally used your WorkMade card for a personal expense? No problem! Here's how to correct it:
Open the WorkMade App: Navigate to the Balance screen.
View Recent Transactions: Tap or swipe up on the latest transaction at the bottom of the screen.
Find the Personal Expense: Look for the transaction that was not a business expense.
Select the Transaction: Tap the transaction to open it.
Mark as Personal: Tap "Mark As Personal."
Once marked as personal, WorkMade will not include this deduction towards your taxes. As a heads up, Credit Card payments, as well as transfers in or out, of investment accounts are defaulted to 'personal'
By following these steps, you can easily ensure that your personal expenses are not mistakenly counted as business deductions.