How to record a credit card refund in Finplan?
See how to record a credit card refund in Finplan when a purchase is returned or canceled, and how to edit the refund later.
Returned a product or had a card purchase canceled? For the bill to reflect that amount back, you record a refund in Finplan.
In this article, we will explain how to record a credit card refund and how to edit a refund you have already recorded.
How to record a credit card refund?
Open the command palette and choose the "Card refund" option. Then fill in the fields:
- Select the card and enter the refund amount
- Choose the date, with the Today and Yesterday shortcuts, and mark it as Paid or Pending
- Choose the Bill where the amount will be deducted
- Write a Description, for example the store name
- Select the category and, if you want, the subcategory
- Confirm the entry
When everything works, Finplan shows the message "Refund added!".
How to edit a refund?
Find the refund in the card statement and choose edit. The "Edit refund" screen has the same fields as the entry. When you save, "Refund updated!" appears.
If the bill has already been paid, the entry can no longer be changed.
If you still have any questions, just reach out to us through Finplan support, by email or on WhatsApp.
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