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[4.0.0] Refund feature

Very straightforward, find the expensed transaction, there will be a button to refund, after clicking it, it will automatically create a new account that states that it is a refund

Status: In Progress4 comments

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Comments4

  • moneytracker2948

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    Feb 8, 2025

    throwing my full weight behind this. I hope this gets implemented as now that It’s been suggested I see its potential (though it would need to have a partial refund capability)

  • Dimitri

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    Jan 4, 2025

    Weirdly critical feature for me, and having surveyed dozens of apps few do it for some reason.

    For me personally, the goal with refunds is to ensure 2 things:

    1. My expense categories reflect the actual amount spent (net of refunds)

    2. I am able to reconcile the transaction log with my bank account on a daily/weekly/monthly basis - which cannot be achieved if the solution for refunds is just editing the original transaction.

    Therefore, for me, it’s good enough to be able to log a debit (negative expense) transaction against my expense categories. Debit & Credit works this way and it’s plenty fine.

    The best implementation I’ve seen for this touches on a third user benefit: linking the original transaction to the refund. I found it in Daak. You find the transaction, click refund, and that generates a transaction today for the refund, but also reflects the refund in the original transaction (see attached vid). For me personally, this is a nice to have, and not a must.

  • mhmd21

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    Jul 27, 2024

    would be amazing with the option for a partial refund.

    • moneytracker2948

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      Jan 22, 2025

      Refund feature would be amazing and i agree, partial refund is needed too