Cannot edit transaction grayed out and "excluded from reports" to "included"

JacekP

Is the only option to create a new category and change the category field?

Coach Natalie

Hello @JacekP,

Thanks for posting your inquiry to the Community!

To clarify, does the transaction in question have the Category of "Transfer" or "Credit Card Payment"? If so, it looks like they recently greyed out the 'Ignore from Reports' option for these types of transactions, as they don't show in Reports and never have; greying out the option makes this more clear.

https://help.simplifimoney.com/en/articles/3569626-how-to-ignore-transactions-from-reports-and-the-spending-plan

With that said, if you'd like to see Transfers included in Reports in Simplifi, I'd suggest adding your vote and feedback here:

https://community.simplifimoney.com/discussion/4769/ability-to-include-transfers-in-reports-edited

In the meantime, if you'd like the transfer transactions in question to appear in Reports, you'll want to assign them an Expense or Income Category, whichever applies.

https://help.simplifimoney.com/en/articles/4378958-managing-categories-and-subcategories

I hope this helps!

-Coach Natalie