Reports tied to Spending Plan

SethW

I like the layout and feel of the reports, but I cannot find a way to view a report with items excluded from Spending Plan. I like to mark items as excluded from Spending Plan but not excluded from reports, so having that option would be great.

Coach Jon

Hello @SethW,

Thanks for reaching out! I converted your idea post into a discussion, as the ability to exclude transactions from the Spending Plan without excluding them from Reports already exists within Quicken Simplifi. This support article goes over how to exclude transactions from Reports, or the Spending plan, whichever applies. https://support.simplifi.quicken.com/en/articles/3569626-how-to-exclude-and-include-transactions-from-reports-and-the-spending-plan#h_2b92153d05

I hope this helps!

-Coach Jon