Download Pcard-Personal Transaction (PDF)
If necessary, you can mark a charge as “Personal”. Before you approve your statement, you can check the Personal box on the statement or in the reclassification screen as shown below. Either option works the same.
Once you select the box and save the change, the transaction will display Yes.
By checking the personal box, Wells Fargo will automatically withdraw the funds from your personal account and reimburse Macalester around the 14th of the month when the statement closes. You will receive an email from Wells Fargo alerting you. No further action is required.
You will still have to enter a description for the charge. It is helpful for the program administrator if your description starts with ‘Personal Expense-…’