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How do I exclude transactions?
How do I exclude transactions?

Got spending you don't want calculated into your budget?

Roisin Allum avatar
Written by Roisin Allum
Updated over a week ago

How do I hide certain transactions to keep them from showing up or getting mentioned?

Don't wanna hear about loan repayments? Your savings? Exclude 'em. To exclude a transaction, head to the Spend tab and tap on the transaction to reveal its category label. Tap the category label and select "Excluded" from the list of category icons.

This will keep it off your transactions list, your budget, Roast, insight calculations, everything. It'll be like it never happened πŸ‘€

Wanna exclude a whole bank account? Check this out.

What about my expenses?

We've got a category for expenses πŸ‘”

Recategorize anything as an expense. Just head to the Spend tab, tap the transaction, and tap its category. Then recategorize it as "Expenses" and it'll be excluded from your budget and insights

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