Exclude category from Spending Plan

fioravantek

I wanted to exclude business transactions that I pay for using my personal credit card from my Spending Plan on Simplifi, but according to William, a Simplifi rep, the software does not have the option to exclude an entire category from the Spending Plan. The only option is to exclude transactions individually. So my request for Simplifi is to create this option to simplify the process of excluding transactions that should affect my personal monthly budget.

fioravantek

I found a way to exclude all the transactions under a category. You go to Spending Plan, select the category that you want to exclude, then select all transactions on that category, then press "edit transactions," then check mark "Exclusion," and then on"Spending Plan."

Coach Natalie

@fioravantek, thanks for posting!

I'm glad you found a way to make this work for you. I'd also suggest adding your vote and feedback to this existing request, and then following it for updates on an official Category/Tag Exclusion feature:

https://community.simplifimoney.com/discussion/133/ability-to-exclude-categories-and-tags-from-reports-and-spending-plan-edited-2-merged-votes

-Coach Natalie