Handling Reversals in Expenses
When expenses are automatically extracted either from card account or file, it would be good to have a way to handle reversals (and refunds) of transactions.
Very often a card/bank expense is reversed due to a failed transaction, or due to a refund that has been initiated, which gets credited back to the account. Currently, I think they all appear as expenses and you have to manually check for the duplicates.
It would be good to have a way in which reversals are matched to the original expenses and are cancelled out.
This could be done by matching the expenses from the name and amount, and then alerting the user for confirmation before deleting the expense.
This should also apply for expenses manually entered or via scan.
I am new user so not sure if this already being handled in some other way.