When you receive a refund for a purchase, we suggest the following steps to accurately apply the credit amount to your monthly budget.

  • Confirm that the refund is categorized in the same category as the original purchase.

  • 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 date to edit.

      Note: the original transaction information is available by tapping on the (i).

  • Your monthly category spend will now include the purchase refund.

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