Need the ability to hide transactions from reports and insights. I utilize my personal credit cards to pay for work expenses and then get reimburse which is causing me to not get a clear picture of my own personal finances.
Hi @ryanlg -- I'm happy to confirm that you can hide transactions from reports/insights by selecting the drop-down error to the right of the transaction that you don't want to include. Next, click the "Ignore from Reports" checkbox and then click Save. Now, you should no longer see that specific transaction in the reporting.
Thanks Nicole I even played around with that on another day! Silly me.
Hi again Nicole - I figured out why I was having an issue before. You can't do the "ignore from reports" from the bulk edit option, you have to do it individually. I would recommend adding it to the bulk change screen. Thanks!
That is a great suggestion! Thank you for the feedback
It looks like you're new here. If you want to get involved, click one of these buttons!