Refunds

Money someone pays you back isn’t income: it lowers what an expense cost you. A friend who sends you their share of dinner, a shop that refunds a return. Link that money to the expense and its category shows only what you really paid, while the money coming in stops counting as income.

How a refund is counted

• It lowers the expense instead of counting as income. An €80.00 dinner in Restaurants with €20.00 paid back counts €60.00 in restaurants, in your budget too.
• It counts in the expense’s month. A December dinner paid back in January lowers December’s restaurant spending.
• Account balances don’t change.

Add a refund to an expense

Open the expense and, in the Refunds section, choose Add refund. Pick the incoming money from the list or find it in Search transactions by description or amount. If it’s more than what’s left to pay back, say how much is for this expense; the rest stays free for another one. For a dinner for four, add one refund per friend with Add another refund. If a friend paid for dinner and the cinema in one go, link the money to the first expense, then, on its page, choose Use the rest on another expense. You can also start from the money you received: open it and choose Mark as a refund. If the expense isn’t in guito (paid with another bank’s card, for example), choose The expense isn’t listed and pick the Expense category.

Refunds paid in cash

If you were paid back in notes and coins, or into an account that isn’t in guito, open the expense, choose Add refund and then Received in cash. Under Where did the money go?, leave No account or pick a manual account, such as a wallet, to add the amount to its balance. If the person later sends the money by bank transfer, choose Replace the cash refund from when you link it, so the same money isn’t counted twice.

Shop refunds

Money under Purchase refunds is linked automatically to a recent purchase at the same store. If it ends up as income, open it and choose Mark as a refund to pick the expense.

Remove a refund

In the Refunds section, open the ⋯ menu next to the refund and choose Remove refund. In the app, swipe the line to the left.

What can’t be a refund

• Transactions in a different currency from the expense.
• Transfers between your own accounts.
• Incoming money that has been split. A split expense can still be paid back, shared across its parts.

While an expense has refunds, it can’t move to Transfers, change currency or drop below what’s been paid back. Remove the refunds first.

Frequently asked questions

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