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How to Exclude a Transaction from Analytics
How to Exclude a Transaction from Analytics

Learn how to remove entire or partial transactions from your financial overview

Mihkel Vetemaa avatar
Written by Mihkel Vetemaa
Updated over 2 weeks ago

Excluding a transaction can be helpful if you want to remove specific items from your financial overview and reporting, such as refunds or one-time transactions that don’t reflect your regular spending. It is treated as a separate category, which also makes it useful for managing split transactions.

To Exclude a Transaction

  1. Select the transaction you want to exclude.

  2. Tap the edit button next to the transaction's category.

  3. Scroll to the bottom of the category list or use the search function to select "Excluded".

The transaction will now be removed from your analytics and reporting. You can always reassign a different category to the transaction later if needed.


To Exclude Part of a Transaction (Split Between Categories)

  1. Select the transaction you want to edit.

  2. Tap the edit button in the top-right corner of the screen.

  3. Choose "Split Between Categories".

  4. Select the categories you want to use and assign amounts to each category.

  5. Tap Save.

This allows you to manage splits while excluding only the portion you want to remove from analytics.

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