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Reimbursements & Refunds

Link refunds and reimbursements to original expenses to see net costs.

What Are Reimbursements?

A reimbursement is any time you get money back for a previous purchase. This could be a store refund, an expense reimbursement from your employer, or an insurance claim payout. Cadence lets you link these incoming transactions to the original expense so you can see the true net cost.

Linking a Reimbursement to an Expense

  1. Open the incoming transaction (the refund or reimbursement).
  2. Tap “Link Reimbursement or Refund.”
  3. Search for and select the original expense.
  4. Confirm the link.

Viewing Net Cost

Once linked, the original expense shows the reimbursement amount and calculates the net cost automatically. For example, if you spent $100 and were reimbursed $80, the expense displays a net cost of $20. This gives you an accurate picture of what you actually paid.

Unlinking a Reimbursement

If a reimbursement was linked to the wrong expense, open either transaction and remove the link. Both transactions will return to their original standalone state.

Tips

Reimbursement linking works with both manual and synced transactions. You can link a synced refund to a manual expense, or vice versa.