Hide transaction from budgets, yearly totals, etc?

Hi. I tried searching for this but couldn’t find it…

Is there a way to keep a transaction, a deposit for instance, in the transaction tab but not have it counted towards budgets, yearly totals, etc.?

Not per transaction, just per category, using the Categories sheet.

I like to have a category called “Ignore” which is set to hidden for this type of purpose.

2 Likes

In addition to using the transfer category type, you can also set up a label or a tag for that purpose. I have my dashboards set up to exclude all transactions with the label “reimbursable”. That way I can maintain the transaction’s proper category while still hiding it from my trends.

2 Likes

I think that would work!

Thanks all! That helps a lot.