// everyday tracking · video 4 of 8

How to Record a Refund or Return

I returned one item from a $58.40 grocery trip. I open the expense from Activity, tap More, then Record refund. The amount starts at the full price, so a full refund is quick. For a partial refund, change it (here to $12.98), then pick the account the money goes back to.

1:28 Published Watch on YouTube

After you save it, the refund page shows how much is already refunded and how much is left. Back home, Food & Groceries dropped from $105.40 to $92.42, and Safe to Spend went up by the same amount. One limit: split expenses can't be refunded, so edit or delete those instead.

Paid features shown: none. Recorded on a Premium account. Features and pricing can change; check the app for current details.

Transcript

0:00 Find the original expense

In this video you'll record a refund. Say I returned one item from my last grocery trip. Right now, Food and Groceries shows $105.40 spent this month. Tap Activity.

Find the expense and tap it.

0:17 Record a full or partial refund

Tap More, then Record refund.

This shows the original expense and how much you can still refund. The amount starts at the full price, which makes a full refund quick. I only returned the chicken, so I'll change it to $12.98.

0:39 Refund to an account and save

Refund to is the account the money goes back to, and the date is today. There's also an optional reason field. Tap Record refund.

Done. You can see how much is already refunded, how much is left, and the refund itself. Tap the trash icon if you need to remove it.

0:59 How refunds change your spending

Now head back home.

Food and Groceries dropped to $92.42, and Safe to Spend went up by the same amount. A refund lowers the original expense, in the same month and category. It doesn't count as income.

1:13 Split expenses can't be refunded

One limit: split expenses can't be refunded. Edit or delete them instead.

Next in Everyday Tracking, we'll move money between your accounts. Links to download Hunter Vault are in the description.

// try it yourself

Follow along in the app.

Hunter Vault is free to download on iPhone and Android, and budgeting never requires a subscription.

  • Free to download
  • No bank login
  • Works offline
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