Refund On Expense, Not Income

Once you have noted the refund on the expense, you should be able to match the transaction to that expense record, this will make it clear it's a refund of an expense and not income 😄

So using your example above:

1. You created a paid expense for $1000
2. Then you received a $500 refund
3. Open the applicable expense, tap More, and record $500 refund towards that expense
4. Hop to your action hub or Solo Money transaction list
5. Find the refund transaction and open it
6. Solo should suggest the expense refund record under "Smart match", but if it doesn't you can tap Manual and search for it there.

That should do the trick, but if something doesn't seem right let me know!

Thanks for this!

I also use Solo Money. How do I go about categorising the refund — that's been put into my Solo Money account — in the Action Hub when I am reviewing, matching, and categorising my transactions?

From what I can see, the only thing I can do is record the refund as income? Is this right?