Transactions "Exclude from Reports" Stuck on or off

dollardave · January 10

I cannot toggle the option to exclude a transaction from reports or spending plan. I'm less concerned about the spending plan and more concerned about the reports, since I need my Schedule E to be accurate and it's currently missing MANY transactions. It doesn't seem to matter what I do, the Exclude from Reports is either stuck on (which is bad for many transactions) or stuck off. If I click to uncheck Reports, it removes the check, but then immediately adds it back not a second latter. It doesn't matter if I'm in the quick transaction button, or the full edit transaction window.

Screenshot 2026-01-10 at 12.58.13 PM.png

I've tried changing the account types, and nothing seems to make a difference. The only category of accounts that I'm able to toggle reports on/off is under my Personal Credit accounts. I'm not able to perform this function under any of my business, or personal cash & checking accounts. Very frustrating.

SRC54 · January 10

Is this on the phone app or the web app? Have you tried it in both places?

If this is a phone app, I would reboot the phone and/or remove the app and reinstall.

Is the account an investment account? If so, you'll have to change type to payment/deposit.

These are off the top of my head? Give us more information if you can.

dollardave · January 13

Thanks Steve. I had the brokerage account selected as a checking account (because that's what I treat it as). I switched it to a brokerage account and now I'm able to change to Payment/Deposit which allowed unchecking the "Exclude from Reports".

When editing multiple transactions, why can't we modify the "Type" so that I can mass change the transactions to "Payment/Deposit" or even create a rule to also change the "Type"?

SRC54 · January 13

Yep, it works better as a brokerage account, but with drawbacks. You cannot link transactions to a recurring and you cannot split transactions. We really need those.

And you are right, we cannot edit mulitple transactions to change them to payment/deposits. We need that too.

Coach Natalie · January 13

@dollardave, here are a couple of Idea posts you may be interested in voting for:

https://community.simplifimoney.com/discussion/8943/ability-to-bulk-edit-the-039-type-039-for-investment-transactions-edited

https://community.simplifimoney.com/discussion/5051/memorize-investment-transactions-transaction-rules-for-investment-transactions-edited

dollardave · January 18

I was hoping I would be able to mass edit the transactions in excel and re-import the data, but for some silly reason investment/brokerage transactions cannot be exported.

Coach Kristina · January 18

Thank you for your reply,

There is an Idea post asking for the ability to export/import investment transactions. If you haven't already done so, please take a look and add your vote + a comment:

https://community.simplifimoney.com/discussion/5964/ability-to-import-export-investment-transactions-edited

Ideas that get enough votes may be implemented in the future!

dollardave · January 20

Is there a CSV template for importing investment transactions that could set the Type to Payment/Deposit field? The example seems to be missing columns.

Date	Payee	Amount	Category	Tags	Notes	Check_No
3/13/20	Starbucks	-7	Coffee Shops	Vacation

Coach Jon · January 20

Hello @dollardave,

There is no current import template for Securities and investing Actions. Importing into an investment account will default to the 'Payment/Deposit' Action.

dollardave · January 22

OK, thanks! I think I can make that work then!

Transactions "Exclude from Reports" Stuck on or off

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