Treatment of refunds within analysis tabs

Currently any positive transaction to an expense budget category is shown as income. The total for income within the income analysis is the inflated, as it should be treated as an offset to an expense.

In the same way, expense analysis is inflated as the credit is not being included.

Possible correction would be to have a credit/refund transaction type (added to income, expense and transfer), that would be included with the expense analysis, and removed from income analysis.

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Status

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Board
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Budget Flow

Tags

✨ Small Improvements

Date

6 months ago

Author

Mallory Olbert

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