Overview

With most of us shopping online these days, we know how hard it is to keep track of all the items you've returned and when you should expect to receive the refund. Let Simplifi do that for you!

Our Refund Tracker is designed to keep an eye out for your expected refunds so you don't have to. Once you tell us what items you've returned and the expected reimbursement, Simplifi will monitor your downloaded transactions and notify you if it's not received by the expected date.

Tracking a Refund

The Refund Tracker can be accessed by selecting the Reports tab in the menu on the left-hand side. You can track new refunds by selecting the blue + Refund button in the upper right.

Then, let Simplifi know the expected Payee, Amount, Date, and Account you expect to receive the refund. You can also add a Category, a Note, as well as an Attachment to reference the item returned.

Link or Unlink to a Transaction

While we work hard to ensure Simplifi properly links downloaded transactions, sometimes Simplifi will get it wrong. In those cases, you can either manually Link or Unlink the downloaded transaction to the expected refund.

Linking a refund reminder to a transaction

  1. Hover over the menu on the left-hand side and select Transactions.

  2. Locate the downloaded refund transaction and click the three dots at the end of it.

  3. Select Edit transaction.

  4. Click the blue Mark as received link next to "Tracking a refund?"

  5. Select the Refund that you'd like to link the transaction to.

Simplifi will link the downloaded transaction to the expected refund and update the transaction details, such as the Payee and Category, to what was provided in the Refund Tracker.

Unlinking a refund reminder from a transaction

  1. Hover over the menu on the left-hand side and select Transactions.

  2. Locate the refund transaction and click the three dots at the end of it.

  3. Select Edit transaction.

  4. Select Unmerge next to "A manual and bank transaction were combined to create this entry".

Once unlinked, Simplifi will revert the changes made to the Payee and Category.

To learn more about using the Refund Tracker on the Simplifi Mobile App, please click here!

Did this answer your question?