How do I ignore investment account transactions from spending reports
jcwmoore
Member
Recently I noticed my monthly expenses in Simplifi ballooned way higher than expected. For Feb. I have an additional ~$5,400 of "uncategorized" expenses that are from investment account purchases. I rebalanced some investment accounts that are synced in Simplifi recently. I am not enrolled in "Early Access". Is there a way to automatically ignore these investment account transactions from my spending reports and monthly summaries?
It's odd because they do not show up in the "Spending Plan"
It's odd because they do not show up in the "Spending Plan"
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Best Answer
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Go to settings>accounts. Find your investment account and press the three dots. Select "hide from reports". Once you do this you will see the symbol on the account that it is hidden. Hope I could help!!5
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