Overview

Need to exclude a specific transaction from your Reports or Spending Plan? No problem! Simplifi makes it a breeze to select only the transactions that you want to focus on and exclude the rest.

Instructions

  1. Hover over the panel on the left-hand side and select Transactions.

  2. Locate the desired Account in the Accounts List and click on it.

  3. Locate the Transaction that you'd like to ignore and click the drop-down arrow at the end of it.

  4. Toggle the Ignore from Reports or Ignore from Spending Plan on, whichever applies. Note: Excluding a transaction from Reports also excludes it from the Spending Plan.  

While ignored transactions are not included in the calculations, they will still appear in the Transaction Activity of a Report or the Spending Plan. Still, Simplifi will show you which ones are being excluded by adding the Ignored icon (a grey eyeball with a line through it) to the right of the amount. That way, you can easily change whether or not to include the specific transaction!

Note: Transactions with a 'Transfer' Category, including "Credit Card Payment" will always be excluded from Reports, even if you select to include it. Please see here for more details on using Transfers in Simplifi!

To learn more about Ignoring Transactions from Reports and the Spending Plan on the Simplifi Mobile App, please click here!

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