How do I create a refund transaction in TimelyBills?

In TimelyBills, refund transactions are recorded as income with a special category called “Refund.”

When you create a refund transaction:

1. Select “Income” as the transaction type.

2. Choose the “Refund” category.

3. The app will prompt you to match it with a related expense transaction (based on the expense category selected).

4. Once saved, the refund amount is automatically applied as an offset to:

   • The specific category budget linked to the original expense.

   • The overall monthly budget, if applicable.

This ensures your budget remains accurate and reflects any returned spending.