The proper way to handle refunds/reimbursements is this:
Find the original expense, then select it, tap Options, and then tap "Refund".
Alternatively if you already have the income (from the refund) you can select it, then Options and then "Convert to Refund" and it will ask you to identify the expense it is for.
Can you give me a real life example of when is that needed?
What you speak about is called reimbursement, and we plan to add native support for it.
Anyways, know that your feedback is noted, and at some point we may re-consider merging income/expense categories into one.
I agree with this request as well.
In my case, this is why I need it:
I have a category called "Return on Investment" that I use to control the performance of my investments, by adding one transaction of this category every month for each account I have. The problem is that sometimes the return is positive and sometimes it is negative. If I could have only one category for both income and expense it would make it a lot easier to know the performance of my investments on the reports.
It could work like Quicken, where you define whether the category is an income or expense, but it allows to include positive and negative amounts.
Thank you for the information guys. That's also an interesting idea to explore and I will note it to our team - the ability to enter +/- amounts within categories, but still keep the categories for expenses & incomes separate.
We'll have to see how this will affect the reporting functionality + conduct focus group tests to see if people get confused by it, before we can act on it though. So it will take some time.
Thanks for your response. I understand your priorities. I wait patiently. I repeat that a good solution for reembursement for many non-Americans is an important feature.Vincent
Hi, I also need this Feature - positive and negative values in a category. At the Moment I cannot track my finances and have to work with a "fake" income category.
My Situation is: I paid for an Event with my credit Card for 4 friends. The friends paid me back in cash. I want to add it under cash as a negative expense, so that my "leisure" Budget is correct.
I look Forward to a (quick) update.
Is there another solution that I can use in the meantime?