How to Restore/Refund/Undo a Transaction

Overview

You have two ways to do it, depending on whether you want to restore it to the forecast or just adjust its effect on your balance.

1. Tap “Past” at the bottom of the screen.

2. Find and tap the transaction you wish to refund.

3. From the Saving Options, select “Restore?”.

4. Tap Save & this will:

   • Move the transaction back to your Forecast.

   • Automatically update your balance.

5. Now, tap “Forecast” again to return to the regular view.

6. From here, you can adjust or delete the transaction as needed.

If you’re already familiar with the restore process:

1. In the “Past” view, tap the transaction and change the amount to $0 (or a reduced amount for a partial refund).

2. In the Saving Options, select “Update Balance?” only.

3. Tap Save – your balance will refresh accordingly.

4. You can now return to the Forecast view with your data adjusted.

💡 Tip: This quick method is ideal for refunds where you just want the numbers to reflect the change without modifying forecasts.