How to tag a refund for a previously tagged transaction

When tagging a transaction, you have the ability to mark a transaction as a refund by reversing the tag category. eg Money in can be tagged as a negative business expense rather than as income.

This is useful when you have previously tagged an expense and have later received a refund. When tagging it you will initially see the usual categories related to the type of transaction (e.g. Business Income for money in). If this was a refund hit the Reverse/Refund button at the top of the tag selector to view the expense categories:

You will then see the expense categories, allowing you to tag the money in transaction as e.g. a business expense.

You can therefore leave the original transaction tagged, as the new one now cancels it out.

When a transaction is tagged as a reversal/refund, it will show with "(R)" after the tag name. An example of what this looks like is shown below:

Please note that this feature is currently only available in the pro desktop version.