Handling refunds

Refunds in Emma are likely to be categorised automatically as 'Income'.

Recategorise the refund transaction to the category from which the initial purchase was made to offset your spending in this category.

Example

You spent £50 on new clothing, and the transaction was categorised as 'Shopping'. You'll see under the Analytics tab that the 'Shopping' category is up £50.

You return an item and are refunded £25. Recategorise this £25 refund from 'Income' to 'Shopping. This will offset your 'Shopping' category and show you've only spent £25.

Updated on: 05/03/2026