Hide transaction from budgets, yearly totals, etc?

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1

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.?

2

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

3

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

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4

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.

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5

I think that would work!

6

Thanks all! That helps a lot.