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How to Ignore Accounts From Reports and the Spending Plan
How to Ignore Accounts From Reports and the Spending Plan
Learn how to ignore Accounts from Reports and the Spending Plan in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

Overview

Before you begin, it's important to note that selecting to ignore an account from Reports will also ignore it from the Spending Plan and Watchlists. The ability to ignore an account from just one of these locations is not currently available in Simplifi.

Ignore an Account

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

  2. Select Accounts.

  3. Locate the Account you'd like to ignore and click the three dots at the end of it.

  4. Select Hide from reports.

Re-Include an Account

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

  2. Select Accounts.

  3. Locate the Account you'd like to re-include and click the three dots at the end of it.

  4. Select Show in reports.

To learn more about ignoring Accounts from Reports on the Simplifi Mobile App, please click here!

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