Is there a way to disable the exclude from spending plan/report feature?
aotto
Member
For some reason, a large number (thousands) of my regular credit card transactions (restaurants/shopping/etc.) are excluded from spending plan and reports. Is there a way to turn this feature off?
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Best Answer
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Is the account excluded from spending plan and reports? You can check by using directions below.
There is a way to mass include transactions in spending plan/reports. This ability was recently launched. You can filter the transactions by excluded from reports/spending plan. Then use the bulk edit and uncheck the exclusion box.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Answers
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Thanks! That is helpful.
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