Refund and Reimbursement Transactions

When you receive a refund for a purchase, we suggest the following steps to accurately apply the credit amount to your monthly budget.

Confirm that the refund is categorized in the same category as the original purchase.

Edit the date on the refund transaction to match the date of the original transaction, particularly if the original transaction occurred in a previous month.

Select the refund transaction and tap on the date to edit.

Note: the original transaction information is available by tapping on the (i).

Your monthly category spend will now include the purchase refund.