Tracking Returns from Bank Import

We just started Premium and our returns are coming through and we can’t figure out how to add them back to the envelope they original came from. I can’t change them to a credit for the corresponding envelope. The default seems to be wanting to add the returns as income, which is fine, but then I can’t figure out how to have the income go to our spending envelope.

Hi there – Sorry for the confusion! You can confirm your refund as a ‘Credit’ by clicking on the confirmable transaction, and then on the ‘Expense/Credit’ tab. If the transaction is positive, Goodbudget will automatically understand that it’s a Credit, and you’ll be able to select the appropriate Envelope from the dropdown. Hope that helps!