Total Excluded now longer available

For some unknown reason, the total of excluded transactions in a month isn’t displayed. Could this come back again? I found it very useful in highlighting misclassifications. Many thanks

Hi @WD06,

thanks for reporting this!

To be honest, this was done by design (it’s not a bug); but we are happy to reconsider.

I do hope you bring it back. I know Excluded isn’t part of the total, but classifications can go wrong and seeing a balance (which isn’t just a month end item) does help find errors.

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Yes, I’ve raised this internally - we can take a look.

I am also thinking it might make sense to have a Transfers category.

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+1 for a transfer category :smiling_face_with_sunglasses:

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Genuine question, what’s the difference between transfer and excluded? Asking as I’m using excluded 100% for transfers.

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As of today, we don’t have a way to exclude categories; so if you want to remove something you need to move everything in Excluded.

There are a couple of ways to go about this: leave everything as is or allow excluding categories or introduce other categories that are excluded by default. This might simplify things for people who want to reconcile internal transfer as well as dumping other stuff in the excluded category.

This is what I meant, why exclude transactions for any other purpose that they’re internal transfers? I see exclusion as a pattern (transactions of a certain type, in my case transfers only). Any exceptions I just leave categorised as general and don’t really mind they’re not hidden.

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Tbh, I don’t know - I just have credit card repayments and internal transfers there; but everyone does it in a different way. :sweat_smile:

I even exclude transfers to savings/investments, while some people categorise and budget for these.

Same…all credit card repayments and transfers to savings accounts (account 1 to account 2) I exclude, only one transaction usually remains when it’s going into an offline account to account for receipt of funds :zany_face:

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