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Reimbursements

These tables can help with identifying which reimbursable expenses have and haven’t been paid back. The “Reimbursed by” column establishes a direct link between expenses and reimbursement transactions, a feature YNAB doesn’t natively support.
I use the approach of tracking reimbursements to catch mistakes I used to make. My “reimbursable” category balance rarely gets fully restored since I have frequent work expenses. Sometimes I would forget to split the expenses properly, but with the balance never being fully replenished it was hard to know if the reimbursement transactions really had the same total dollar amount as the corresponding expenses.
In this template, you can toggle which categories are reimbursable in the
Categories
⁠
table.
Hide reimbursed?:
⁠
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Reimbursable
Date
Payee Name
Amount
Memo
Reimbursed by
8/3/2022
Sarah
-$10.00
Lent Sarah $10
8/3/2022
Mark
-$5.00
Bus fare for Mark
8/3/2022
Mark
-$5.00
Movie ticket for Mark
8/1/2022
Restaurant 1
-$5.00
​
No results from filter
⁠
Reimbursements
Date
Payee Name
Amount
Memo
Reimburses
Reimburses Sum
Difference
8/8/2022
Mark
$10.00
For bus and movie
-$5.00
$5.00
8/6/2022
Sarah
$15.00
From Sarah for food and lent cash
-$15.00
$0.00
No results from filter
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Here’s a timeline showing spans of times from when reimbursable expenses were incurred until they were paid back. The average time to get reimbursed was
4 days 8 hrs
⁠
. This may not be a particularly useful chart, but it shows some of what’s possible:
Unreimbursed expense timelines
Sarah 8/3/2022
Mark 8/3/2022
Restaurant 1 8/1/2022
Nov 2024
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Dec 2024
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Jan 2025
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Feb 2025
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Mar 2025
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Apr 2025
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May 2025
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Jun 2025
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Jul 2025
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Month
TodayFit
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