[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
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
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Comments4
moneytracker2948
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
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:
My expense categories reflect the actual amount spent (net of refunds)
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
Jul 27, 2024
would be amazing with the option for a partial refund.
moneytracker2948
Jan 22, 2025
Refund feature would be amazing and i agree, partial refund is needed too