Exclusions

Discussion List

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

  Active DryHeat 19 views 5 comments 1 point Most recent by EL1234 December 2Feature Requests
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  Ability to "hide" portion of a transaction that is split

  twinrh 14 views 2 comments 1 point Most recent by DryHeat November 30Feedback
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 32 views 5 comments 0 points Most recent by Coach Jon November 24Troubleshooting
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  is there a way to bulk update accounts/transactions to not be excluded from spending reports?

  Answered ✓ hubert.casimiro 23 views 1 comment 1 point Most recent by SRC54 November 12Managing Your Transactions
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  Excluded transactions show up in a Watchlist

  Max1223 58 views 4 comments 1 point Most recent by Coach Natalie November 4Report a Bug
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  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.5K views 46 comments 140 points Most recent by Coach Natalie October 9Feature Requests
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  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 1Report a Bug
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  Recurring Transactions are being excluded from Reports and Spending Plan

  Closed Dognose 25 views 4 comments 0 points Most recent by SRC54 September 8Troubleshooting
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  Simplifi - Stop with the Automation!

  Closed Simpli-Is-Failing 39 views 2 comments -5 points Most recent by DannyB August 13Feedback
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 180 views 27 comments 0 points Most recent by EL1234 July 30Using the Spending Plan
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  Reports tied to Spending Plan

  Closed SethW 22 views 2 comments 1 point Most recent by DryHeat July 23Using Reports
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  Transaction detail - exclude from:

  Answered ✓ Closed Nicoleeeee 31 views 1 comment 0 points Most recent by DannyB July 15Managing Your Transactions
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  Excluded from Reports & Spending Plan Transactions

  Answered ✓ Closed Stevefxp 44 views 1 comment 0 points Most recent by SRC54 July 8Managing Your Transactions
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  Rules for Exclusions

  Closed Desimo 3 views 1 comment 0 points Most recent by Coach Natalie July 2Feedback
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  Merged: Allow excluding a split from spending plan/reports

  Closed Dandy 1 view 0 comments 1 point Started by Dandy January 18 Feature 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
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  Unable to un-exclude transactions

  Closed swiggity 67 views 8 comments 0 points Most recent by swiggity November 2024Report a Bug
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  Why are "one time" bills excluded from spending plan even though the are unchecked?

  Answered ✓ Closed jivewalrus 47 views 1 comment 0 points Most recent by DannyB November 2024Bills and Income
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  Spending Plan showing transactions that are marked as "excludedFromSpendingPlan"

  Closed mercdomi 11 views 1 comment 0 points Most recent by Coach Natalie September 2024Troubleshooting
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  simplifi changed some transactions to be excluded (edited)

  Closed rcrook1254 24 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
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  Matching savings goal funds to expenses

  Closed MattS 45 views 1 comment 0 points Most recent by RobWilk August 2024Using Savings Goals
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  Transactions from Excluded Accounts Show in Spending Plan

  Closed donnajean 42 views 5 comments 0 points Most recent by Coach Jon July 2024Report a Bug
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  The app incorrectly checked all of my prior income sources to be excluded from reports (edited)

  Closed Dan6912 93 views 12 comments 0 points Most recent by Coach Jon June 2024Report a Bug
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  Trying to export csv with hidden from reports marked

  Answered ✓ Closed jkidd22 21 views 2 comments 0 points Most recent by Coach Kristina May 2024Categories and Tags
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  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 86 views 3 comments 0 points Most recent by Coach Jon May 2024Using Reports
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  editing a recurring series does not update any future reminders in spending plans

  Closed bling 27 views 2 comments 0 points Most recent by Coach Natalie April 2024Report a Bug
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  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Active afrancisco87 142 views 5 comments 3 points Most recent by Coach Natalie February 2024Feature Requests
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  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 64 views 4 comments 2 points Most recent by UrsulaA February 2024Feature Requests
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  Categorizing reinvestment of dividend transaction

  Closed simplira 334 views 5 comments 0 points Most recent by Coach Natalie February 2024Categories and Tags