How do you mark your square debit card transactions as business or personal?

[sanishield]

How do you mark your square debit card transactions as business or personal?

[Minion · Accepted solution]

hi @sanishield 

If you got Balance>Activity>Card Spend you will see your transactions with that card.  You can click on the transaction and then expense type and choose business or personal. 

[JLamb]

After marking as personal, reopening the transaction still shows business. 

[sayra]

Hey @JLamb - Sounds like your device is not saving the changes. As mentioned above, try tapping or click on Balance from the menu in your Square app or online Square Dashboard. Navigate to Card Spend > select a transaction. Under Expense Type click or tap on Personal.

Feel free to take a look at how to Track Your Expenses by Type here.

Let us know if this worked for you. 

[JLamb]

That's exactly what I'm doing, but it doesn't stick.

[sayra]

@JLamb - Weird! If you don't mind, give us a call when you get some time so we can help you troubleshoot further, this may be an account specific issue. 

[JLamb]

@sayra I tried calling, spent 15 minutes explaining the same thing over and over again and then they disconnected on me

[JLamb]

@sayra I think I narrowed down the issue. After marking it as personal, I have to force close the app, reopen the app, and then it will show personal. Otherwise each time I open it, it still shows business. 

[grannymartha]

Great. At least I’ve finally gotten an answer as to how the account is titled.