How to mark a transaction in "untied" as a refund

This feature is only available in untied Pro in the browser.

"untied" supports refunds of both income and expenses.

Scenario

This applies if:

• The initial transaction was tagged
• There has been a subsequent transaction for a full or partial refund

eg - an initial expense for £100 which was tagged as business expense, and then a partial refund of £20 comes in

In this case, the refund will show as money in. But it's not really income, it's a reduction of the expense. This helps us think how the tagging works.

Tagging a refund

Again note this feature is only available in untied Pro in the browser. You can also tag a manual transaction as a refund.

Double click on the new refund transaction to tag it, and then click on the tag selector box. The usual tagging options will appear.

At the top right, you'll see a Reverse/Refund button.

This causes the tagging options to swap between income and expense. So in our scenario where there is a partial refund of an expense, you will see the expense options. Tag it as "Business expense".

Keep the original transaction tagged!

Identifying refunds

When a transaction is tagged as a reversal/refund, it will show with "(R)" after the tag name: