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
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Accounts.
Locate the Account you'd like to ignore and click the three dots at the end of it.
Select Ignore from reports.
Re-Include an Account
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Accounts.
Locate the Account you'd like to re-include and click the three dots at the end of it.
Select Include in reports.
To learn more about ignoring Accounts from Reports on the Simplifi Web App, please click here!