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:


  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.

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