When reviewing your finances, there may be some transactions that you may not want to track in your Spending plan or maybe you don't want to see specific transactions within a report you're looking at. Well, look no further while we go over how to ignore those transactions from your Spending Plan & Report.

  1. On the Dashboard, click on the menu icon on the top left-hand side of the screen.

  2. While you have the menu open, either select All Transactions or Accounts.

    • Note: If you select Accounts, you'll have to select the account that houses the transaction you want to exclude.

  3. Once you're in either the All Transactions screen or the account that has the transaction that you want to ignore, find and click on the transaction.

  4. Once you've clicked on the transaction, scroll down until you see the toggles for Ignore from Reports and Ignore from Spending Plan.

  5. From here, click on the toggle for Ignore from Reports, if you want to have this transaction ignored from your Reports, or click on the toggle for Ignore from Spending Plan if you want this transaction ignored from your Spending Plan.

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

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