Refund Tracker like provided for quicken simplify

money.strigler
money.strigler Member ✭✭

Would be great if could have product returns be handled such that can track that you got credited properly.

Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    The proper way to handle a refund in Quicken is to categorize the refunding transaction to the same category as was used for the original purchase.

    How does Simplify handle it?

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  • money.strigler
    money.strigler Member ✭✭
    edited July 18

    Put my discussion in wrong category…Re-Posting to Product Ideas.

  • money.strigler
    money.strigler Member ✭✭

    That balances the reports.

    But does handle tracking refunds- Which Quicken Simplifi does as described in video

    www.youtube.com/watch?v=aDp2x60LYDE

    help.simplifimoney.com/en/articles/4606217-using-the-refund-tracker

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Read the HELP. Useless function. Does NOTHING that simply recording the refund in the account won't do.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I saw your suggestion in the other thread. Personally, I wouldn't use this or vote for it, both because I have no need for it (or more accurately, I'm too lazy to pre-enter such information) and because I think as the others have stated that if needed Quicken already provides a way to do this with just entering a transaction.

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