A bank transaction impacts your cash inflows or outflows depending on whether it is on the credit or debit side. 😊 This can have the opposite impact of what you want by inflating your cash inflows and outflows.

For example, when a customer pays you too much money and you have to pay them back: this surplus will "skew" your cash receipts higher than you had anticipated in your goals and billing. To avoid this, you can turn the refund-related cash outflow into a negative cash inflow. This way, its amount will subtract from the selected cash receipts category, correcting the excess received. 👌

Two possibilities to perform this action:

🔹 Simply go to the Bank tab, then click on the relevant transaction. Then, you need to click on the window that opens on the right on Consider as cash inflow (or Consider as cash outflow). The amount will then appear in purple on the screen.

🔹 If some transactions are systematically reversed, you can create a categorization rule that will automate the reversal! Magical, isn't it?✨

💡 Good to know: This feature will thus allow you to associate both a credit and a debit bank transaction in one and the same category of your tree!

💡💡 Good to know: If you need to reverse multiple transactions at the same time, you can perform a grouped action to reverse the transaction and treat it as an incoming or outgoing payment directly from the Bank tab or the magnifying glass 👌