We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

Reconciliation Help With Monefy

I did a search of "monefy" not much seems to come up.

Is anyone able to help me? I have migrated all of my current accounts and credit cards over to Monefy to reconcile them instead of using iOS Numbers Spreadsheet.

I am loving me able to categorise my spending and I want to keep the data on Monefy line for line the same as my bank.

If therefore am struggling to offset a refund to keep the category correct.

For example. 10/01/18 I spent -17.99 at amazon and categorised it in "General Shopping".

20/01/18 I returned the product for a refund, I don't seem to be allowed to add 17.99 the General Spending category thought to net off with the -17.99.

Comments

This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.7K Banking & Borrowing
  • 253.4K Reduce Debt & Boost Income
  • 454K Spending & Discounts
  • 244.7K Work, Benefits & Business
  • 600.1K Mortgages, Homes & Bills
  • 177.3K Life & Family
  • 258.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.