When you receive a reimbursement, we suggest the following steps to accurately apply the credit amount to your monthly budget.
Confirm that the reimbursement transaction is categorized in the same category as the original purchase.
If necessary, edit the date on the reimbursement to match the date of the original transaction. Select the 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 reimbursement.
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