Overview

The Refund Tracker is designed to do all of the work for you when it comes to tracking your expected refunds. Simplifi will monitor your downloaded transactions and will notify you if you haven't received a refund by the expected date.

Create a Refund to Track

  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Reports and then Refund Tracker.
  3. Click the blue Track a Refund button.
  4. Enter the Payee, Amount, and Expected Date of the Refund, then select the Account and Category for the Refund. You also have the option of adding a Note or an Attachment.
  5. Click Submit when done.
  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Reports and then Refund Tracker.
  3. Locate the Refund you'd like to link and click on it.
  4. Select Mark as Received.
  5. Locate the Transaction you'd like to link the Refund to and click on it, so that it's highlighted.
  6. Click Apply in the upper right corner.
  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Reports and then Refund Tracker.
  3. Locate the Refund you'd like to unlink and click on it.
  4. Select Mark as Not Received.
  5. Click Continue to confirm that you'd like to mark the Refund as not received.

Edit or Delete a Refund

  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Reports and then Refund Tracker.
  3. Locate the Refund you'd like to edit or delete and click on it.
  4. Select Edit in the upper right corner.
  5. To Edit the Refund, make the necessary changes, then click Save when done; to Delete the Refund, select Delete from the bottom of the screen, and then click Delete again to confirm.
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