Reports showing transactions marked to exclude from reports

wides Member
edited October 2022 in Using Reports
Since the new Investment Transactions feature rolled out, I've noticed that even non-investment transactions that I've marked to exclude from reports are showing up in both the UI and when I export transactions from the reports tab.

Is this a known bug that's being worked on?


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @wides,

    Thank you for taking the time to report this behavior to the Community.

    To clarify, even when a transaction is selected to be 'Ignored from Reports', you'll still see the transaction in the Transaction Activity of Reports, however, they will not be included in the calculations. More details on this can be found here

    As such, it looks like those transactions will also be exported when exporting from the Report directly. To resolve this, I'd suggest selecting the individual transactions you'd like to export, while leaving the ignored ones unchecked. You should be able to easily determine the transactions that are being ignored by the eyeball icon with a line through it. More details on exporting transactions can be found here.

    Please let us know if you have any further questions!

    -Coach Natalie
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