Auto hide a category from spending plan

a7790

the recent update messed up investment transactions (which are actually just reinvestments) and now they are showing up in my spending plan..

how do I hide those thousands of transactions from spending plan ? I was able to categorize them but there’s no feature to automatically ignore a category from Reports or the Spending Plan.

Diver4242

I go to the settings and then accounts and remove my investment accounts from the spending plan and also reports. That fixes this problem, which is a known bug. I actually remove all accounts except my checking and credit card from the spending plan, because those are the only two we spend from, for budget/cash flow purposes.

Coach Natalie

Hello @a7790,

Thanks for posting your inquiry to the Community!

Investment Transactions showing in the Spending Plan is a known issue that should be resolved this week.

https://community.simplifimoney.com/discussion/4958/updated-6-2-23-new-6-1-23-investment-transactions-are-showing-in-the-spending-plan

In the meantime, as mentioned by @Diver4242, you can definitely ignore the Investment Account from the Spending Plan at the account level, and the steps to do so are available here.

Let us know if you have any questions!

-Coach Natalie