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How do I move a transaction to a different benefit?

Your Benepass card works with multiple benefits, and sometimes transactions need to be reclassified to a different benefit. Follow these steps to change a transaction's benefit.

Steps

  1. Find the transaction you want to reclassify

  2. Click in to view details

  3. Click "Change benefit"

  4. If the transaction is eligible for reclassification, choose from the list of eligible benefits

  5. Confirm reclassification

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What to expect

The transaction will update immediately with the new benefit classification and your benefit balances will update accordingly.

Common questions

I'm not able to click "Change benefit."

Not all transactions are eligible under every benefit. Before reclassifying a transaction, review your benefit's eligible expenses to confirm the purchase qualifies.

Card transactions older than 30 days can't be reclassified in the Benepass app. If your transaction is older than 30 days, please contact Benepass Support to see whether additional assistance is available.

Whether a card transaction can be reclassified depends on the merchant information received at the time of purchase. If that information indicates the purchase isn't eligible under another available benefit, the transaction won't be available for reclassification.

If you believe your transaction should be eligible but you aren't able to reclassify it, please contact Benepass Support for assistance.

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