Why do you need this feature?
You want to exclude a single or group of transactions from being tracked in your graphs &/or your budget.
The most common transactions to exclude are:
Internal transfers
Credit Card Payments
Big expenses
Duplicate transactions sent by your bank
How to you use this feature?
A step-by-step guide:
Step 1: On the Account, tab select the ‘transactions’ option
Step 2: Find and select the transaction you wish to exclude by selecting the transaction and unticking "Exclude from tracking"
Step 3: Now decide whether you would like to 'Exclude all Transactions' or 'Only this One' and we'll do the rest!
Tips for using this feature
When you exclude “All current and future similar transactions” our intuitive system will start applying the same rules to future ones. Our platform is a great learner.
Excluded transactions will not count in graph calculations or any of your budgets.
You may have to exclude the other side of the transaction to net out the totals in the graph calculations.