Spending Plan includes Refund Tracker balances, but doesn't show the transactions

jsy42 Member ✭✭✭✭
edited January 2023 in Feedback
@Coach Natalie

I see that you updated the following "Using Refund Tracker" article to indicate that Refund Tracker transactions are included in Other Spending section of the Spending Plan. However, this should be clarified to explain that the refunds will show in a matching planned expense in the Planned Spending section if it has a matching category.

This is very confusing, and I wasted several weeks and calls to your support team trying to determine the cause of inaccurate expense balances in my spending plan. I feel very strongly that the Refund Tracker is incompatible with the Spending Plan and Upcoming Transaction features, making it very unusable. It should be disabled until it's integrated to prevent confusion.



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