Add a Refund

When adding refunds to an expense, the total will automatically update to reflect the amount refunded or unrefunded.

To add a refund

Adding a refund will subtract the refund amount from the current total amount.
(Total Amount - Refund = New Total Amount)

1. Tap the "Transactions" tab
2. Tap the expense
3. Tap the “Refund” button
4. Enter the refund amount (or change refund date if desired)
5. Tap “Save”

If you must change the initial expense's total, remove the refund first before editing the total.

To remove a refund

Removing a refund will add the refund amount to the current total amount.
(Total Amount + Refund = New Total Amount)

1. Tap the "Transactions" tab
2. Tap the expense
3. Tap the trashcan icon next to the refunded amount

To add a refund as a credit or separate expense

To show the expense as a credit, create a new expense with a value of zero and add a refund to it.

1. Tap the "Transactions" tab
2. Tap "Add Transaction"
3. Tap "Expense"
4. Select vendor & category
5. Tap "Save" (total should be 0.00)
6. Tap "Refund" button
7. Add the refund amount
8. Tap "Save"