How do I keep personal expenses out of my ExpenseBot spreadsheet and tax reports?

You have three levers — clean up rows that already landed in the sheet, stop new ones from being added going forward, and exclude tags at report time so personal rows don't hit your tax workbook. Use whichever fits the specific problem.

1) Clean up personal rows already in your spreadsheet

You have three options, depending on whether you want to keep the record:

1. Delete the row. Open your Google Sheet, right-click the row number, Delete. Gone for good. Use this when you don't need the record for anything.
2. Re-tag it as Personal directly in the sheet. Change the value in column K (Tag) from Business (or whatever it's set to) to Personal. The row stays in your data but is flagged. Most freelancers do this — it preserves the audit trail, and it's the fastest fix any time ExpenseBot didn't classify a receipt the way you wanted.
3. Leave it tagged Personal and exclude it at report time (see section 3 below). The source spreadsheet stays untouched, but Personal rows don't appear in the generated report or year-end tax workbook.

2) Stop new personal expenses from being scanned in going forward

Two surfaces, depending on where the receipts come from:

Gmail receipts — Exclusions

Click Scan Gmail for Receipts on the Add Expenses tab → click the Exclusions button (top right). Add either a specific merchant (e.g. Netflix) or a whole category (e.g. Personal) to skip on future scans. Anything excluded is ignored on the next nightly run and labeled ExpenseBot-Excluded in Gmail so you have a clean audit trail.

Bank/card transactions — "Never flag again"

From My Reports, open the Spreadsheet Tools dropdown next to View your Spreadsheet and click Match Receipts to Card to launch the reconciliation dashboard. Pick a time period that includes the merchants you don't want, and click Never flag again on each. Skipped merchants appear in the Auto-skipping Merchants dropdown — you can un-skip any of them later.

Teach the AI what's "personal" for you — Personal Identifier wizard

For broad classification (your kids, your pets, your streaming subscriptions, your personal credit card last-4), use Settings → Expense Organization → "Improve your Personal tagging" → click Tune your tagging. Five questions, about 90 seconds, one time. After you finish, the nightly Gmail scan auto-tags matching receipts as Personal before they ever hit your sheet. Pairs well with the manual exclusions above — exclusions stop a known merchant, the wizard catches the patterns you didn't think to add.

3) Exclude tags when you build a report (keeps personal rows out of the year-end workbook)

When you generate a report, My Reports → New Report → Date Range has an "Exclude tags from this report" section under the date picker. Click + Add tag to exclude, pick Personal (or any tag), and those rows won't appear in the generated report or the year-end tax workbook.

The source spreadsheet is untouched — you're only filtering what hits the report. Personal is pre-filled by default for date-range reports because that's what most users want. To include Personal rows in a specific report, click the × on the chip to remove it.

This is the cleanest answer to "my year-end Schedule C / T2125 has personal expenses in it" — tag personal rows as Personal (option 2 in section 1), then the year-end workbook automatically excludes them and only Business hits your deduction lines.

Which lever to pull when