Is there a way to shut off the exclude feature? (edited)

Kim Wilhelmson

Is there a way to shut off the exclude feature? If not, is there a way to make the check boxes default to unchecked? For some reason, after I have unchecked, I find the box or boxes are checked again. I don't need this feature. It is very time consuming to make sure everything is unchecked before I can count on the integrity of the reporting. Thank you! Kim

DryHeat

I don't think there is a way to disable the exclude feature. But it is possible to filter the "All Accounts" transaction list to only show those transactions which have been excluded (by using the "Filter" button at the top of the list). If you are not already using that, it may speed up your checking process.

Personally, I think it would help if the "Quick filters" feature (see image below) included a button for "Excluded" that would filter the list to show all transactions that have been excluded from either Spending Plan, or Reports, or Both. That would make checking exclusions even easier.