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 you want to focus on and exclude the rest.

Instructions

  1. Hover over the left side panel and click Transactions.

  2. Click your desired account from the Account List.

  3. Locate the transaction you'd like to exclude and click the drop-down arrow to the right of the Amount field.

  4. You can exclude from Reports and Spending Plan by placing a checkmark in the corresponding checkboxes. Note: Excluding a transaction from Reports also excludes from the Spending Plan.  

  5. Click Close – the changes will save automatically.

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

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