How to remove investment income from my Spending Plan?

System Administrator admin
edited September 2023 in Troubleshooting
This discussion was created from comments split from: Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes).

Best Answers


  • DEA3
    DEA3 Member

    I understand that a change is coming that will eliminate investment transactions from spending reports by default. Great In the meantime my investment transactions are automatically set to UNCATEGORIZED. I am using the global Edit to chnage that to BALANCE ADJUSTMENT and that is excluding them.

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