How to Ignore a Transaction
You can ignore a transaction in several ways:
From the Transaction Details Panel
Navigate to the Transactions page or the Cashflow Plan.
Click on the transaction you wish to ignore to open the details panel.
Click on the Ignore button.
Using Grouped Actions
On the Transactions page, select one or more transactions by checking the boxes next to them.
Click on the Ignore button at the top.
From the Search Page
Go to the Search page.
Use filters to find the transactions you want to ignore.
Select the transactions and click on the Ignore button.
Using Auto Categorization Rules
Set up an auto categorization rule that includes the action to ignore transactions matching certain criteria.
The rule will automatically ignore transactions that meet the conditions.
During Import
When importing transactions, include a column named Ignored in your import file.
For transactions you wish to ignore, set the value in the Ignored column to True.
Impact of Ignoring a Transaction
In Transaction Lists:
The transaction gets an Ignored tag.
Its name and amount are displayed in grey and crossed out.
In the Cashflow Plan:
The transaction is not included in the Cashflow Table, and its amount is considered as 0.
The transaction still impacts the Cash Balance computation with its original value.
It's added to the Ignored transactions KPI.
In Exports:
If the export contains ignored transactions, a column Ignored will be added to the file, marked as True for ignored transactions.
In Custom Dashboards:
Ignored transactions are considered to have an amount of 0 in any calculations referring to them.
How to Unignore a Transaction
To unignore a transaction:
Select the ignored transaction.
Click on Take into account in the transaction details panel.
💡 Tips
Use the ignore feature to exclude transfers between your own accounts or transactions that shouldn't affect cash flow analysis.
Ignoring a transaction doesn't delete it; it simply excludes it from certain calculations.
For recurring transactions to ignore, consider setting up an auto categorization rule to automate the process.
FAQ ❓
Will ignoring a transaction remove it from my account?
No, the transaction remains in your account but is excluded from specific calculations like the cashflow table.
Can I view all my ignored transactions in one place?
Yes, you can filter transactions by the Ignored tag to see all ignored transactions.
Does ignoring a transaction affect my cash balance?
Ignored transactions still impact the cash balance computation with their original amount but are not included in the cashflow table calculations.