Hidden Transactions

ryanlg
ryanlg Member
edited September 2020 in Feedback

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.

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Comments

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin

    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.

  • ryanlg
    ryanlg Member

    Thanks Nicole :) I even played around with that on another day! Silly me.

  • ryanlg
    ryanlg Member

    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!

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin

    That is a great suggestion! Thank you for the feedback :smiley:

This discussion has been closed.