Every time I run a report I have to add Transaction filters for "Excluded"

System

This discussion was created from comments split from:

Saved Filters in Reports and Registers [edited] (2 Merged Vote)

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BrandonG

Every time I run a report I have to add Transaction filters for transactions "Not excluded in reports" and "Not excluded in spending plan". How is this not default? If I already tagged a transaction to Exclude from Reports, why by default is it in my Reports? This seems like a huge gap in Quicken not understanding their customers. If for some reason a person Excluded a transaction from Reports but wants it in their reports, it should be a global preference, not a filter every time the report is run.

joachimrick

I have the same question

UrsulaA

From what I see in Simplifi, the report totals exclude the transactions marked as excluded. However, the transaction list below the report shows the transactions with the excluded tags.

Text from support article

Note: Transactions that are excluded from Reports will still be displayed in the Transaction Activity of the Report, but will be greyed out and will not be counted toward the calculations.

https://help.simplifimoney.com/en/articles/4592676-using-reports-in-quicken-simplifi