#TipTuesday: Tracking Refunds with the Refund Tracker

Coach Natalie

The Refund Tracker in Simplifi is a great way to track your expected refunds! Not only will Simplifi keep an eye on your downloaded transactions for you to watch for the refund, but it will also create an Upcoming Reminder for the refund so that you know to expect it, as well as have it included in your Projected Cash Flow. Tracking refunds has never been easier!

Here's how to track a refund in Simplifi:

1. Hover over the panel on the left-hand side and select Reports.

2. Select Refund Tracker from the bar at the top. 

3. Click the blue +REFUND button. 

4. Enter the Payee, the Amount, and the Expected Date of the refund.

5. Select the Account that the refund will be going to, and then select a Category. You can also add Notes, as well as an Attachment. 

6. Click Submit when done. 

Once the Refund has been created, you'll see it listed in the 'Expected' section. From here, Simplifi will watch your downloaded transactions to link the Refund to, and once matched, it will be moved to the 'Completed' section, making it super easy to see the history of your refunds!

Please be sure to check out our Support Article here for more details on using the Refund Tracker in Simplifi. 

We'd also love to hear how you make the Refund Tracker work for you; please share your feedback by commenting below!