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Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

aaron

Right now unmatched transactions downloaded to loan accounts show up as Uncategorized and can not be edited or hidden. I imagine the intent is for the transactions to be matched to transfers in your checking account behind the scenes automatically but if they don't match they show up in your spending reports as a negative Uncategorized transaction.

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Status: Completed

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aaron

Sorry, please move to Feature Requests

Coach Natalie

Hello @aaron,

Thanks for taking the time to post this, and please be sure to add your vote!

-Coach Natalie

Coach Natalie

Hello @aaron & All,

It is my understanding that transactions from connected loan accounts are not supported in Simplifi and should no longer be showing in Reports or anywhere else in the program. The only time you'd see transactions from a loan account in Simplifi is when manually entered in a manual loan account, and these transactions are definitely customizable as far as visibility goes.

Is anyone seeing anything different? If not, I am looking to mark this Idea as "Completed"!

-Coach Natalie