How can I exclude an entire category from reports?
I often use my personal credit card for work expenses and then get reimbursed.
I would like to be able to exclude this entire category, representing the expenses and expense report income, from reports, so I can have a better feel for what the reports are showing.
Right now I have to edit each transaction to the right category (I'm using "work expenses") and then also exclude from spending plan/reports manually.
There's gotta be a way to either bulk edit or automatically exclude these - how do I do it :)
Best Answers
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I would also use the same thing for medical expenses I plan on reimbursing with my HSA, too, so there's at least two ways I'd love to use this :)
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Hello @ender,
Thanks for posting your inquiry to the Community!
Although some users may come along with great advice for you, it sounds like Simplifi doesn't currently offer what you're looking for, unfortunately. We do have a few Idea posts you can check out, though!
If it makes your process any easier, I'd suggest checking out the bulk edit options (this will allow you to bulk assign a Category instead of going transaction by transaction), as well as Transaction Rules, which will allow you to automatically assign a Category to a certain Payee.
I hope this helps!
-Coach Natalie
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