Transactions appearing in reports even when tagged not to

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rdenove
rdenove Member
edited June 2023 in Using Reports

Transactions that I have tagged as exclude from reports still appear in reports

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

    Thanks for posting your inquiry to the Community!

    To clarify, are you referring to ignored transactions showing in the Transaction Activity of Reports, or are the ignored transactions also being included in the calculations? If the former, this is by design. Our Support Article on ignoring transactions from Reports states:

    "While ignored transactions are not included in the calculations, they will still appear in the Transaction Activity of a Report. Still, Simplifi will show you which ones are being excluded by adding the Ignored icon (a grey eyeball with a line through it) to the left of the amount. That way, you can easily change whether or not to include the specific transaction!"

    Please let us know so we can best assist!

    -Coach Natalie

Answers

  • rdenove
    rdenove Member
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    Please change this to a private discussion and I will share some screen prints that show the transfer transactions being added into the calculations even though they are marked as not to include

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

    Since this is a community forum, we don't offer a private discussion option in the Simplifi Community. If you'd prefer to report an issue privately, you'll want to reach out to our Support Team directly.

    http://help.simplifimoney.com/en/articles/5077917-how-to-contact-support

    Feel free to post back here letting us know what the solution ends up being, though, in case it helps other users!

    -Coach Natalie

This discussion has been closed.