Handling refunds
Refunds in Emma are likely to be categorised automatically as 'Income'.
Recategorise the refund transaction to the category the initial purchase was made from to offset your spending in this category.
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.
Still confused?
Have more questions? Reach out us via live chat and we'd be happy to help. 🐻
Recategorise the refund transaction to the category the initial purchase was made from 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.
Still confused?
Have more questions? Reach out us via live chat and we'd be happy to help. 🐻
Updated on: 04/05/2023
Thank you!