Exclude category from Budget

Hey all,

I would like to exclude a category from my budget.

Use case: I use my personal CC for some business transactions and mark it as "Business", in the budget this throws everything off!

I'd love to be able to simply exclude/filter it out.

Best,

David

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Comments

2 comments
  • Hi David,

    Thanks so much for getting in touch.

    In situations like this, you can keep the category the same, but you can change the Spending Group for those transactions to the Transfer Spending Group. This will remove those transactions from all calculations, and hide them from the Budget page. 

    I hope that helps.

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  • Rockstar!

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