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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