If you need to ignore a specific transaction from Reports or the Spending Plan, Simplifi has got you covered! You can easily ignore transactions from either or both locations, allowing you to focus on just the transactions that you'd like to include.

Instructions

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Accounts.

  3. Select the account that has the transaction you'd like to ignore.

  4. Locate the transaction you'd like to ignore and click on it.

  5. Use the Ignore from Reports or Ignore from Spending Plan toggle(s), whichever applies. Note: Ignoring a transaction from Reports will also ignore it from the Spending Plan.

  6. Click Save when done.

While ignored transactions are not included in the calculations, they will still appear in the Transaction Activity of a Report or the Spending Plan. However, Simplifi will show you which ones are being excluded by adding the Ignored icon (a grey eyeball with a line through it). That way, you can easily see which transactions are being ignored, as well as easily change any that need to be included!

Note: Ignoring transactions from Reports will automatically ignore them from Watchlists as well.

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.


Frequently Asked Questions

Learn the answers to frequently asked questions for this topic!

Can I ignore parts of a split transaction?

Currently, Simplifi only offers the ability to ignore an entire transaction from Reports and/or the Spending Plan, so you won't be able to ignore only part of a split transaction.

Is there a way to filter transactions by 'Ignored' status?

Yes, you can use the Advanced Filter options to filter your transactions by 'Ignored' or 'Not Ignored' for both Reports and the Spending Plan.

Why are some transactions automatically ignored from Reports and the Spending Plan?

Typically, 'Transfer' transactions, such as credit card payments, will automatically be ignored from Reports and the Spending Plan, as these transactions are designed to be neutral and not count as an expense or income. More details on using Transfers can be found here.

Can you create 'Ignore' Rules, similar to Category and Payee Rules?

At this time, Simplifi does not allow the ability to create Rules for transactions to be automatically ignored from Reports or the 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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