Please note, excluding a transaction causes that transaction not to pull to an income or expense category. An excluded transaction will still pull to your In PayHOA balance calculation and will show on reports related to balance calculating of the asset or bank account that transaction is attached to.

An example of a transaction that would need excluding would be an opening deposit to open a new bank account. This is usually not income and you would not want it to show as such, but it is still needed in the balance calculation of that new bank account to make sure it reconciles.

Step 1: Click on the Transactions tab on the left.

Step 2: Click the All Transactions header and find the transaction you are wanting to exclude.

Step 3: Click into the transaction by clicking on the description to open up the transaction pop-up box.

Step 4: Click the blue Exclude button below the category drop down box.

This transaction is now excluded!