Overview
If you need to exclude a specific transaction from Reports or the Spending Plan, Quicken Simplifi has got you covered! You can easily exclude transactions from either or both locations, allowing you to focus on just the transactions you'd like to include.
Exclude a Transaction
Please note that excluding transactions from Reports will automatically exclude them from Watchlists as well.
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account that has the transaction you'd like to exclude.
Locate the transaction you'd like to exclude and click on it.
Scroll down and expand the Exclude Transaction section.
Use the Exclude from Reports or Exclude from Spending Plan toggle(s), whichever applies.
Click Update when done.
While excluded transactions are not included in the calculations, they will still appear in the Transaction Activity of a Report and the Spending Plan. Still, Quicken Simplifi will show you which ones are being excluded by adding the Excluded icon (a grey eyeball with a line through it) to the left of the amount. That way, you can easily change whether or not to include the specific transaction!
Note: Transactions with a 'Transfer' Category, including "Credit Card Payment", will always be excluded from Reports, even if you select to include it. Please see here for more details on using Transfers in Quicken Simplifi.
Include a Transaction
Click the Menu icon (the three lines in the upper left corner).
Select Accounts.
Select the account that has the transaction you'd like to include.
Locate the transaction you'd like to include and click on it.
Scroll down and expand the Exclude Transaction section.
Use the Exclude from Reports or Exclude from Spending Plan toggle(s), whichever applies.
Click Update when done.
Frequently Asked Questions
Learn the answers to frequently asked questions for this topic!
Can I exclude part of a split transaction?
Currently, Quicken Simplifi only offers the ability to exclude an entire transaction from Reports and/or the Spending Plan, so you won't be able to exclude only part of a split transaction. If you'd like to see this ability added to Quicken Simplifi, please visit us in our Community and add your vote here!
Is there a way to filter transactions by 'Excluded' status?
Yes, you can use the Advanced Filter options to filter your transactions by 'Excluded' or 'Not Excluded' for both Reports and the Spending Plan.
Why are some transactions automatically excluded from Reports and the Spending Plan?
Typically, 'Transfer' transactions, such as credit card payments, will automatically be excluded from Reports and the Spending Plan, as these transactions are designed to be neutral and not count as an expense or income. More details on using Transfers can be found here.
Can you create 'Exclude' Rules, similar to Category and Payee Rules?
At this time, Quicken Simplifi does not allow the ability to create Rules for transactions to be automatically excluded from Reports or the Spending Plan. However, you can vote on this ability in our Community by clicking here!
To learn more about excluding Transactions from Reports and the Spending Plan on the Quicken Simplifi Web App, please click here!