How do I modify what the Dashboard uses to summarize the data?

JC. Member ✭✭
edited November 2023 in Using the Dashboard

The Spending Plan, Spending Watchlist, Top Spending Categories, and Amount Spent since…etc. don't really mean much as Simpli appears to be combining all accounts together to create the dashboard. I have several accounts that should not be included in budgeting, Top Spending, Amount Spent thus far and so on. For instance a cottage I have I would like to keep completely separate and out of the Dashboard but I cannot uncheck that account or tag that references the cottage. The dashboard could be of great value if this could be done.


Best Answer

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    Answer ✓


    For starters, try playing around with this and see if it get you one step closer.

    Go to: Simplifi>Settings>Accounts>Three Dots Beside Account

    Try adjusting this setting to exclude certain accounts from the Spending Plan and/or Reports.

    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
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