Exclusions

Discussion List

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  Exclusion settings for splits are not actually excluding from the spending plan & watchlist (edited)

  Jean Velazquez 162 views 20 comments 0 points Most recent by Coach Jon May 12Report a Bug
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  2
  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Obsolete RobWilk 73 views 5 comments 2 points Most recent by Coach Natalie April 29Feature Requests
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  Split transfers are not being excluded from reports by default (edited)

  Steve M 12 views 1 comment 1 point Most recent by Coach Natalie April 29Troubleshooting
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  Recurring Balance Adjustment Transaction "Marked as Paid" NOT excluded from Reports (edited)

  MishaM 21 views 1 comment 0 points Most recent by Coach Jon April 29Troubleshooting
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  Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

  Darknight21631 87 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting
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  Excluded transactions show up in a Watchlist

  Closed Max1223 93 views 6 comments 1 point Most recent by Coach Jon April 10Report a Bug
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  How to exclude part of a split from spending plan?

  Closed System 166 views 35 comments 0 points Most recent by DryHeat March 27Managing Your Transactions
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  3
  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Completed Closed afrancisco87 161 views 6 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  Split transactions still don't have a notes section or ability to exclude (edited)

  Closed Silverthorne 21 views 1 comment 1 point Most recent by Coach Kristina March 7Managing Your Transactions
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  Stop hiding Venmo by default

  Closed bobmablob 31 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  How can I include/exclude large, lumpy transactions from Net Income report?

  Closed alisoncap 11 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  Transactions "Exclude from Reports" Stuck on or off

  Closed dollardave 63 views 9 comments 0 points Most recent by dollardave January 22General Troubleshooting
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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 102 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 122 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 121 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  1

  Up Down
  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 32 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  Ability to "hide" portion of a transaction that is split

  Closed twinrh 42 views 2 comments 1 point Most recent by DryHeat November 2025Feedback
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  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ Closed hubert.casimiro 43 views 1 comment 1 point Most recent by SRC54 November 2025Managing Your Transactions
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.7K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
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  Checking Exclude from Reports does not save when changing Transfer category

  Closed segmented-reality 31 views 4 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Recurring Transactions are being excluded from Reports and Spending Plan

  Closed Dognose 43 views 4 comments 0 points Most recent by SRC54 September 2025Troubleshooting
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 63 views 2 comments -5 points Most recent by DannyB August 2025Feedback
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 223 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
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  Reports tied to Spending Plan

  Closed SethW 21 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 34 views 1 comment 0 points Most recent by DannyB July 2025Managing Your Transactions
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  Excluded from Reports & Spending Plan Transactions

  Answered ✓ Closed Stevefxp 145 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Rules for Exclusions

  Closed Desimo 1 view 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Merged: Allow excluding a split from spending plan/reports

  Closed Dandy 1 view 0 comments 1 point Most recent by Dandy January 2025Feature Requests
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  Merged: Option to not automatically exclude Transfers (edited)

  Closed Randy17485 31 views 0 comments -1 point Most recent by Randy17485 December 2024Feature Requests