How to Exclude Transactions from Reports and Spending Plan

Overview

While Simplifi is designed to do most of the work for you, there may be times where you'll want to exclude a specific transaction that Simplifi is including in your Reports or Spending Plan. Fortunately, Simplifi makes it a breeze to select only the transactions you want to focus on and exclude the rest. Here's how it's done:

Instructions

1. Hover over the left side panel and click Transactions.
2. Click your desired account from the Account List.
3. Locate the transaction you'd like to exclude and click the drop-down arrow to the right of the Amount field.
4. You can exclude from Reports and Spending Plan by placing a checkmark in the corresponding checkboxes. Note: Excluding a transaction from Reports also excludes from the Spending Plan.  
5. Click Close – the changes will save automatically.

Excluded transactions are not included in the calculations, but they may still appear in the Transaction Activity of a Report or Spending Plan. However, Simplifi shows you which ones are being excluded by adding the Ignored icon to the right of the amount.