Exclusions

Discussion List

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

  Answered ✓ jivewalrus 16 views 1 comment 0 points Most recent by DannyB November 5Bills and Income
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  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  In Progress HSC 1.1K views 22 comments 140 points Most recent by Duke0486 November 5Feature Requests
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  Checking Exclude from Reports does not save when changing Transfer category

  segmented-reality 20 views 1 comment 0 points Most recent by Coach Jon October 31Report a Bug
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  Spending Plan showing transactions that are marked as "excludedFromSpendingPlan"

  Closed mercdomi 12 views 1 comment 0 points Most recent by Coach Natalie September 26Troubleshooting
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  simplifi changed some transactions to be excluded (edited)

  Closed rcrook1254 21 views 1 comment 0 points Most recent by Coach Jon August 9Troubleshooting
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  Matching savings goal funds to expenses

  Closed MattS 36 views 1 comment 0 points Most recent by RobWilk August 4Using Savings Goals
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  Transactions from Excluded Accounts Show in Spending Plan

  Closed donnajean 43 views 5 comments 0 points Most recent by Coach Jon July 26Report a Bug
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  Excluded transactions show up in a Watchlist

  Answered ✓ Closed Max1223 47 views 2 comments 1 point Most recent by Coach Jon June 21Report a Bug
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  The app incorrectly checked all of my prior income sources to be excluded from reports (edited)

  Closed Dan6912 91 views 12 comments 0 points Most recent by Coach Jon June 14Report a Bug
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  [ONGOING] 3/27/24: Changes to Recurring Series Exclusions not being reflected in the Spending Plan

  Coach Natalie 575 views 2 comments 3 points Most recent by Coach Natalie May 28Known Product Issues
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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 26Categories and Tags
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  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 80 views 3 comments 0 points Most recent by Coach Jon May 21Using Reports
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  editing a recurring series does not update any future reminders in spending plans

  Closed bling 25 views 2 comments 0 points Most recent by Coach Natalie April 9Report a Bug
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  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Active afrancisco87 114 views 5 comments 3 points Most recent by Coach Natalie February 29Feature Requests
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  2

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  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 60 views 4 comments 2 points Most recent by UrsulaA February 29Feature Requests
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  Categorizing reinvestment of dividend transaction

  Closed simplira 210 views 5 comments 0 points Most recent by Coach Natalie February 19Categories and Tags
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  Is there a way to disable the exclude from spending plan/report feature?

  Answered ✓ Closed aotto 80 views 2 comments 0 points Most recent by aotto January 11Managing Your Transactions