Add reimbursement feature
Add a reimbursement feature where it's possible to allocate an income (for e.g. from a devolution) to a previous expense. This would reflect in the expense dashboard as decreasing that expense category.
[Portuguese app "DABOX" has that feature if you want to take a look]
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Jakub Janeček commented
All the reports are useless for me without this feature. I pay for more people very often and they then send me their part. I also very often transfer money between my main account and my savings account, where the money earns interest. I have purchased a yearly subscription. Wondering if I can get my money back.
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Lubo commented
It's a mess. I've created another account called "Debt" and I make such records as transfer to Debt. When I get the reimbursement I set it as a transfer from Debt. That way I can ignore transfer records from my expenses/income.
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Daniel commented
The income should also appear in the statistics/expense section to see the income and expenses in the same category as it does in the summary
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Arnaud F commented
Can we please get any update wether that feature is gonna get added or not? My free trial has now ended and I will only pay for a lifetime membership plan if that feature is added, otherwise I will switch to other alternatives.
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Arnaud F commented
Yes, please add this feature as I often pay for my friends, and they then reimburse me, this messes up my balance badly. Please add this!!!!
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Yan commented
This also applies to rent if you're splitting the payment with roommates or a partner
I pay the landlord all of the rent (eg.1,000$), and my partner pays me her half (eg. 500$)So instead of having just 500$ rent expenses in the statistics, it appears as if I have 1,000$ rent expenses, and an additional 500$ in income...
That's ridiculous -
Maxime GIRAUD commented
Sorry but I don't understand the problem raised?
For example, buy headphones.
I place it in my "Shoping" category.
I get reimbursed. I assign my record in the same shopping category. So it cancels out. I am wrong ? -
Leo commented
Very easy implemention of this feature would be to allow positive ammount in expense transaction.
And in order not to mess up with income report it should not be considered as income. This would work for manual transaction.
For bank account transaction developer should add one option in transaction called i.e. “Refund”. When chosen it would ask you to choose expense category and would make it positive expense. -
Никола Сивков commented
Please add this!
When i order something, and i later get a full or partial refund, my income and expense charts are all messed up. -
Corrado commented
I often anticipate money to friends whenever we have to buy a gift or have dinner together. I would be so helpful to have a way to merge two or more transactions to set the final amount as the difference of the total expense and the reimbusements
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Kamil Wójcik commented
My solution:
I have 2 categories related to reimbursements.
1. Under Incomes I have subcategory "returned".
2. Somewhere under another category I have subcategory "to be returned".When I return something to the shop I change category of that expense to "to be returned".
Or when I return only part of my order to the shop I split that record and categorize the second part as "to be returned".When I get a reimbursement I add it as record with category "returned".
To exclude reimbursements from statistics I created a filter to exclude both subcategories: "to be returned" and "returned".
When I am waiting for cashback I set status of the record "to be returned" to "awaiting" and I also have a filter for this. It allows me to track all unpaid cashbacks.
However, I completly reorganized categories and I do not use sync with banks.
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Enrico commented
I realized this after seeing Tink "linked transactions" https://docs.tink.com/resources/money-manager/link-transactions
This is the feature I miss most in the app.
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Joâo Lopes commented
For me the example
Provided from the portuguese app DABOX is the most
Accurate. I am using this wallet
But i am also using DABOX and considering to stop
Premium if that is not implemented soon.
Having the refunds decreasing the total amount spent in that category on which both records (income and expense) were logged is a logical thing.
It makes no sense that having a refund with a category is not decreasing that category. More, you should be considering to link both movements and show also the real ammount spent.
I mean, lets say that i do an expense of 50€. After few
Days 23€ are refunded to me, i should be able
To tell to the app that those 23€ are being refunded to me on that particular 50€ expense. Very critical
Fo be implemented. Check the attachment for a real example. Thank you -
Petr Stránský commented
You can already do this. To represent the reimbursement just add an expense record in the same category, but with a positive value.
The only problem is it messes up the income reports – sometimes these records are included in the summary, sometimes not, The mobile app and the web app behaves differently.
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Mariana Moreira commented
The implementation for this doesn't even need to be that complicated, in my opinion.
What I do now is choosing the same category for the reimbursement transaction (i.e. the expense record and the income record are in the same category).
Then all you need is an option in the settings to define how the "Spending" reports should be tallied: sum of expenses only (the current implementation) or net sum (expenses + incomes in each category).
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广广 commented
This really can help improve accuracy the budget amount
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iMiral commented
This feature would really help expense analysis. Currently reimbursement is recorded as income with expense category but dashboards don't consider the reimbursement.