Exclusions

The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

DryHeat 55 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug

Transactions in accounts setup to include in Reports are being excluded

ThadW 54 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting

For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

DryHeat 60 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan

1

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

Active DryHeat 33 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests

Ability to "hide" portion of a transaction that is split

Closed twinrh 28 views 2 comments 1 point Most recent by DryHeat November 2025Feedback

is there a way to bulk update accounts/transactions to not be excluded from spending reports?

Answered ✓ Closed hubert.casimiro 27 views 1 comment 1 point Most recent by SRC54 November 2025Managing Your Transactions

Excluded transactions show up in a Watchlist

Max1223 60 views 4 comments 1 point Most recent by Coach Natalie November 2025Report a Bug

140

Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

Completed Closed HSC 1.6K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests

Checking Exclude from Reports does not save when changing Transfer category

Closed segmented-reality 32 views 4 comments 0 points Most recent by Coach Jon October 2025Report a Bug

Recurring Transactions are being excluded from Reports and Spending Plan

Closed Dognose 31 views 4 comments 0 points Most recent by SRC54 September 2025Troubleshooting

Simplifi - Stop with the Automation!

Closed Simpli-Is-Failing 40 views 2 comments -5 points Most recent by DannyB August 2025Feedback

Certain transactions always come auto flagged as "exclude from spending plan" (edited)

Closed nrp06 190 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan

Reports tied to Spending Plan

Closed SethW 22 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports

Transaction detail - exclude from:

Answered ✓ Closed Nicoleeeee 34 views 1 comment 0 points Most recent by DannyB July 2025Managing Your Transactions

Excluded from Reports & Spending Plan Transactions

Answered ✓ Closed Stevefxp 56 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions

Rules for Exclusions

Closed Desimo 4 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback

Merged: Allow excluding a split from spending plan/reports

Closed Dandy 1 view 0 comments 1 point Started by Dandy January 2025 Feature Requests

Merged: Option to not automatically exclude Transfers (edited)

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

Unable to un-exclude transactions

Closed swiggity 70 views 8 comments 0 points Most recent by swiggity November 2024Report a Bug

Why are "one time" bills excluded from spending plan even though the are unchecked?

Answered ✓ Closed jivewalrus 50 views 1 comment 0 points Most recent by DannyB November 2024Bills and Income

Spending Plan showing transactions that are marked as "excludedFromSpendingPlan"

Closed mercdomi 11 views 1 comment 0 points Most recent by Coach Natalie September 2024Troubleshooting

simplifi changed some transactions to be excluded (edited)

Closed rcrook1254 24 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting

Matching savings goal funds to expenses

Closed MattS 46 views 1 comment 0 points Most recent by RobWilk August 2024Using Savings Goals

3

Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

Active afrancisco87 149 views 5 comments 3 points Most recent by Coach Natalie February 2024Feature Requests

Exclusions

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