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Reimbursement Tracker

ajbopp

I would like a reimbursement tracker similar to the refund tracker.

I'm thinking of an interface that would provide a link to the tracker from the Transaction Details, and in the resulting dialog allow you to:

Pick an account for where the reimbursement is coming from
Prepopulated with details from the transaction about where and for how much the expense was incurred
The date the reimbursement is expected (with optional alerts for if the date is missed)
The account which will receive the reimbursement
The category for the reimbursement
Attachments

When the reimbursement is received, the spending plan for the month in which the original expense was incurred (assuming it's different) would reflect the reimbursement

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Feature Request

Status: Active

Comments

Wedo778

Its worth noting that this would need to be able to handle one-to-many situations. When on a business trip, I'll be making a dozen charges that all resolve back to a single reimbursement. So any interface would need to be able to check off the list of reimbursed items against the single distribution.

There is also the possibility that they do not sum down to zero. For example my meals are on a per diem, not individually expensed. I might spend more or less than what I am reimbursed.

I don't particularly care about revising prior month spending plans, I never go back to review what last month or the month before had after it ends. If I want pattern and trend information the watchlists do a better job for me. But if thats what others want, and it doesn't result in me having to do a bunch of clicks to re-accept or re-release funds on that prior month I've got no problem including that for the people who want it. I just don't want my current month thrown out of whack because I got a reimbursement on Feb 9th for charges I made on Jan 24th.

UrsulaA

https://community.simplifimoney.com/discussion/comment/27716#Comment_27716

Agreed, I focus on the current month too and looking at the future ones using the spending plan. I want the current month correct, regardless of reimbursements.

ajbopp

The advantage of revising prior months would be for reporting purposes. When you create some sort of annual report, you want the month-to-month reporting to be accurate.

Wedo778

https://community.simplifimoney.com/discussion/comment/27726#Comment_27726

How do you create an annual report out of spending plans? I'm pretty new to Simplifi but I see neither an export option in the plans themselves or a report option that looks at them. Is this something you do manually outside of the program?

My current workflow for annual reporting is a combination of the Watchlists (using YTD and Monthly Avg) and the Spending report. Neither of these would necessitate a change to closed month spending plans. And both rely on aggregated information for the year rather than which specific months that spending happened in.

ajbopp

I was thinking of the Monthly Spending Report, which I believe is largely derived from the Spending Plan

JacksonHarding

Hi Quicken Team,

I’d like to suggest a feature to improve reporting accuracy and reduce manual work in Quicken. Many users receive peer-to-peer reimbursements (Venmo, Apple Cash, Zelle, etc.) for shared expenses, like splitting meals, rides, or groceries. Currently, these incoming payments show up as generic income and aren’t automatically linked to the original expense. This can lead to inflated spending reports and manual cleanup.

My idea is to implement an AI-driven system that automatically detects when a reimbursement corresponds to a past expense and pairs them. The system could consider the payment amount, date, and notes/memo text to suggest a match, allowing the user to confirm or enable automatic pairing.

Jackson Harding