Reports tied to Spending Plan

SethW · July 23

I like the layout and feel of the reports, but I cannot find a way to view a report with items excluded from Spending Plan. I like to mark items as excluded from Spending Plan but not excluded from reports, so having that option would be great.

Coach Jon · July 23

Hello @SethW,

Thanks for reaching out! I converted your idea post into a discussion, as the ability to exclude transactions from the Spending Plan without excluding them from Reports already exists within Quicken Simplifi. This support article goes over how to exclude transactions from Reports, or the Spending plan, whichever applies. https://support.simplifi.quicken.com/en/articles/3569626-how-to-exclude-and-include-transactions-from-reports-and-the-spending-plan#h_2b92153d05

I hope this helps!

-Coach Jon

DryHeat · July 23

@SethW - "I cannot find a way to view a report with items excluded from Spending Plan"

Is this what you are looking for?

Reports tied to Spending Plan

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