Exclude from Reports don't produce bar graphs even when selected via the filter.

Max1223

I have some expenses checked as Exclude from Reports.

But when I select "Show only: Excluded Reports" in the Reports section, none of the expenses are shown as a graph. They do show up in the transaction list but are all grayed out.

I would have thought by filtering "Showing only: Excluded Reports" they would also be shown in the bar graphs that QS generates.

If above is designed behavior, then how would I see a graph of Excluded From Reports without unchecking those transactions?

I would request that when filtered, you see a bar graph of what the Excluded reports are.

Coach Jon

Hello @Max1223,

Thanks for reaching out! To help clarify your situation, are the transactions that are excluded considered transfers? Transactions with a Transfer category, including 'Credit Card Payment' will always be excluded from reports, even if you select to include it.

Thanks,

Coach Jon

Max1223

@Coach Jon thanks. but that answer doesnt make much sense. "will always be excluded from reports, even if you select to include it" then why offer an option to show excluded?

Coach Jon

Hello @Max1223,

Thanks for the reply! The option to show excluded is present for transactions that are not considered transfers. As for why Quicken Simplifi is set up this way, it is because transfers are transactions that show up in two different accounts.

We do have an existing idea post here that you can vote for as well if you would like:

https://community.simplifimoney.com/discussion/8098/transfer-transactions-remove-non-functional-exclude-from-report-option

Thanks,

Coach Jon