The payment.
The original transaction is identified with its provider, amount and reference evidence.
MONEY AGENT / REFUNDS & REIMBURSEMENTS
Know when money should have come back.
Money Agent follows the payment, merchant or insurer, and later confirmation messages—so recoverable money does not become a loose end.
What looks like one charge is often a story still in progress.
The outcome.
Later merchant, insurer or refund confirmations are checked against that payment.
The open loop.
If the evidence still does not resolve it, the brief gives you a clear follow-up—not a vague worry.
It keeps the thread until there is an answer.
Money Agent should not make you remember which app, email or provider has the last word. It quietly carries the context forward until new evidence changes the story.
QUESTIONS, ANSWERED
How does Money Agent track a refund or reimbursement?
It connects relevant payment, merchant, insurer and later confirmation messages, and keeps a recoverable-money item visible when the evidence does not yet resolve it.
Does Money Agent submit a claim or move money?
No. The current beta can track, remind, compare evidence and prepare follow-ups. It does not move money or submit a claim without you.