how do I make a rule to have ALL transactions that occur in one particular investment account get named, categorized, and tagged specifically.

i basically want to hide all the transactions from my investment account but i want the account value to appear on the summary so i have an accurate picture of my net worth


Answer

Hi ayufest3,

There isn't a direct way to do this, but when you're on the Transactions page, you can check the box that sits next to the Date column to check off all the transactions on that page at once, then click Edit Multiple and apply a tag to all of them at the same time, which you can then subsequently hide by going to Accounts and then the Hide tab. There isn't an automated way for this to happen currently, though, so you'd need to do this whenever new transactions show up.

Regards,
Mint Mike

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