When you receive a refund for a purchase, we suggest the following steps to accurately apply the credit amount to your monthly budget.
Find the refund transaction.
Confirm that the refund is categorized in the same category as the original purchase if not then change the category.
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 edit icon to change the date.
You can also add a note on the refund transaction.
Your monthly category analytics or budget will now include the purchase refund.