How do I add refund transactions to my budget?

Modified on Fri, 2 Aug at 12:32 PM

If you have any incoming transaction, you can just mark that transaction as ‘Refund’ while creating it. Once any income transaction is marked as ‘Refund’, it shall automatically consider them in the budget.

Steps to mark any income transaction as a refund :

While adding an income transaction, select the income category as ‘Refunds’

Now app will ask to consider this transaction as a simple incoming or a refund transaction.
Click on the button “Select Expense”, in case you click on the cross icon, it will simply consider this as an income transaction and will not have any impact on the budget progress.

Select the expense category for which you are receiving the refund.

Now app will ask to choose the specific expense transaction of the selected category, for which this refund is getting created (optional)

Click on the right icon available at top right corner.

Once done, the refunded amount will be subtracted from your budget calculations automatically.