Refund

Your transactions

Choose an existing payment to refund.

1. Choose My money.
2. Choose Your transactions.

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Refund

Choose the original expense and a refund date on or after its payment date.

1. Choose Add transaction.
2. Choose Refund.
3. Complete Refund for payment (optional).
4. Complete Amount.
5. Complete Date.

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What should happen

The refund total cannot exceed the original payment. Check the amount and any earlier refunds.

Split linked refunds only across refunded categories, within each category’s remaining refundable amount. Remove refunds before editing the original splits.

1. Check Amount.
2. Choose Save transaction.
3. Check Your transactions.

Worked example

Example balance: $1,000.00 − $25.50 = $974.50.

1. Check Your transactions.
2. Choose Refund.
3. Complete Refund for payment (optional).
4. Enter 10.00 in Amount.
5. Choose Save transaction.

Entry amount: $25.50

Current balance: $974.50 + $10.00 = $984.50

Common mistakes and fixes

The refund total cannot exceed the original payment. Check the amount and any earlier refunds.

1. Check Your transactions.
2. Check Amount.