Exclude transactions in Spending Plan by Account

jeff0001

Right now you can only exclude by individual transactions. For instance I want the Spending Plan to only reflect one or two accounts, not all combined. You could allow the creation of multiple Spending Plans also. that would be flexible.

Coach Natalie

@jeff0001, thanks for reaching out!

I went ahead and moved this out of Feature Requests as this ability is already available in Quicken Simplifi. The following support articles will go over how to do this on both the Web and Mobile Apps.

https://help.simplifimoney.com/en/articles/5160316-how-to-exclude-accounts-from-reports-and-the-spending-plan

https://help.simplifimoney.com/en/articles/5160317-how-to-exclude-accounts-from-reports-and-the-spending-plan-on-the-mobile-app

I hope this helps!

-Coach Natalie