Handling Refunds, Returns, and Reimbursements

You can now assign refunds, returns, and reimbursements directly to an expense category instead of an income category. This helps keep your budget accurate without inflating your income or spending.

How It Works

When you receive a refund or reimbursement:

1. Find the transaction in your account.
2. Tap on the category to change it.
3. Select the original spending category to adjust your budget correctly.

Examples

• Returned a purchase? It properly adjusts your Shopping budget.
• Got reimbursed for a work expense? No more inflated income.
• Roommate paid you back for rent? It offsets your Rent category instead of looking like extra income.

Tips & Tricks

• Refund in a different month? Change the transaction date to reflect when you originally spent.
• Don’t want a refund to count at all? Hide the transaction to remove it from your totals while keeping it searchable.
• If you return part of a shopping order, it will properly adjust your Shopping budget.
• If your employer reimburses you for a business expense, it won’t inflate your income or mess up your budget.
• If your roommate pays you back for rent, it offsets your Rent category instead of making it look like extra income.