Overview
picture. Sometimes, transactions are included that shouldn’t be—or excluded when they should count—making your data less accurate.
Simplifi lets you control which transactions appear in your reports and Spending Plan. By adjusting these settings, you can ensure your information aligns with your goals and gives you a clear view of your finances.
Exclude a Transaction
Please note that excluding transactions from Reports will automatically exclude them from Watchlists as well.
Tap the Menu (three-line icon).
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 to the Exclude from section.
Check the Spending Plan or Reports box(es), whichever applies.
Tap Update when done.
Quicken Simplifi flags those transactions with an excluded icon next to the amount, making it easy to include or exclude them as needed. This is how the excluded icon appears in Quicken Simplifi:
Note: Transactions with a 'Transfer' Category, including "Credit Card Payment", will always be excluded from reports, even if you select to include them. Please see here for more details on using Transfers in Quicken Simplifi.
Hide Excluded Transactions in the Spending Plan
While excluded transactions are not included in the calculations, they will still appear grayed out in the Transactions Activity view under Planned Spend and Other Spend. If you’d like to hide them from this view as well, follow the next steps:
Tap the Menu (three-line icon).
Select Spending Plan.
Tap Planned Spend or Other Spend.
Planned Spend: Click on the expense, and then click the three-dot icon in the upper right, then tap Hide excluded transactions.
Other Spend: Tap the three-dot icon in the upper right and then tap Hide excluded transactions.
Include a Transaction
If you don’t see a transaction in your Spending Plan or reports, it may be excluded. Here’s how to include it again:
Tap the Menu (three-line icon).
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 to the Exclude from section.
Check the Spending Plan or Reports box(es), whichever applies.
Tap Update when done.
Frequently Asked Questions
Find the answers to frequently asked questions for this topic!
Can I exclude part of a split transaction?
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?
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 Transactions Activity view.
Why are some transactions automatically excluded from 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?
Can you create 'Exclude' Rules, similar to Category and Payee Rules?
Yes! Now you can create 'Exclude' rules based on specific or broad "if" conditions, such as the Payee or Amount, and then apply a "then" condition, which in this case is 'Exclude from'. Learn more about this in this article: Using Transaction Rules on the Mobile App.
If you're looking for the steps specific to the web app, please see our article on How to Exclude and Include Transactions from Reports and the Spending Plan.
If you have any questions or need help excluding your transactions in Quicken Simplifi, please don't hesitate to reach out to our support team!