Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

MishaM
MishaM Member ✭✭✭
edited April 29 in Troubleshooting

I have a recurring series (Balance adjustment "transfer") that I have been marking as paid to generate a transaction for it. In the transaction, the exclude from Reports toggle is selected and grayed out:

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However, the in the transaction register, they're showing up as not excluded:

image.png

As a result they're showing up in my reports:

image.png
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Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @MishaM,

    Thanks for reaching out! It seems like what you are experiencing here might be specific to your dataset, since the transactions are included regardless of whether they show as excluded. I would have you verify whether deleting and recreating the transactions you showed above would resolve this issue. If it still doesn't afterward, please also try deleting and recreating the recurring series itself.

    Let us know how this goes!

    -Coach Jon

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