Target summary from main screen does not exclude individual transactions marked for exclusion

Help Bug Reports
1

Issue:

Target summary from main screen does not exclude individual transactions marked for exclusion.

Details to reproduce:

Mark a transaction not in an excluded category as “Exclude from Summary”. What I expect to happen: the transaction is no longer counted in the “Target” graph. What actually happens: the “Target” graph does not change.

OS: iOS 17.5.1
Device: iPhone 15 Pro
App Version: 5.81.0

Screenshots:

Target graph that incorrectly includes excluded transactions:

IMG_4720
IMG_47201179×1188 118 KB

Budget summary that is excluding excluded transactions:

IMG_4722
IMG_47221179×1058 85.8 KB

2

Summary & Trends are not linked. Unfortunately there’s no way to exclude individual transactions from trends like there is with summary.

Summary will be getting removed at some point in the future.

1 Like
3

To add to the above, if you’re a paid member you’d need to create an “Excluded” category to move transactions to you don’t want on Trends.