Overview

If you use your Custodia card to make a personal purchase, you can mark the expense as Personal from the web dashboard.

Marking an expense as Personal notifies your company's expense reviewer that the transaction was not business-related. Your company can then follow its standard process for recovering the funds, such as payroll reimbursement.

Who this is for

This feature is intended for:

• Employees who accidentally use their Custodia card for a personal purchase and need to identify the transaction for review.
• Employees who want to split a purchase between personal and business expenses. For example, if part of a transaction should be paid out of pocket and the remaining amount should be covered by the company, the expense can be marked as Personal and reviewed according to your company's reimbursement process.

Please also see How Do I Split an Expense?

How to mark an expense as Personal

1. Open a web browser and go to my.custodia.ai.
2. Sign in using your work email address.

3. From the top navigation menu, select Activity > Expenses.

   

    

4. Locate the expense you want to update.

5. Hover over the expense and select Edit Expense from the action menu
   

    

6. Change the expense type from Business to Personal.
   
7. Select Save.

Important notes

• Expenses can only be marked as Personal from the web dashboard.
• Changing an expense to Personal does not automatically reimburse the company.
• Your company's reviewer or finance team will follow their standard process to recover the funds.
• If only part of the transaction should be treated as a personal expense, you can split the transaction before marking the appropriate portion as Personal. For more information, see How Do I Split an Expense?

Need help?

If you have questions about personal expenses, reimbursement policies, or transaction splitting, please contact your company's expense administrator or reach out to the Custodia Support team for assistance.