simplifi changed some transactions to be excluded (edited)

rcrook1254

I noticed yesterday that I had a lot of transactions from different accounts that the exclude from spending plan and exclude from reports had been checked to exclude. So I have been having to go through quite a few changing them back and updating. I am running win11. Has anyone else had this happen?😒😒🤑

Coach Jon

Hello @rcrook1254,

Thanks for reaching out! I am not sure why the transactions would be marked as excluded without user input. Typically, 'Transfer' transactions, such as Credit Card Payments, will automatically be excluded from Reports and the Spending Plan, as these transactions are designed to be neutral and not count as an expense or income. Are those the types of transactions that were excluded automatically for you?

Thanks,

Coach Jon