How to exclude certain transactions from reports?

I am trying to exclude my "Taxes" transactions from my monthly spending trends reports. Is this possible?

Answer

Hello hbwilliams22,

I understand it can be a bit confusing on how to handle situations like hiding groups of transactions.  In this situation, I think the best course of action would be to create a Tag that you'll apply to any transaction you want to include in this group, then Hide that tag from budgets & trends in the settings.  Alternatively, there is a category called Hide from Budgets & Trends that will have the same impact, and you could apply that to each transaction.  However the Tag route will give the ability to quickly see the entire group of activity you've selected.  I hope that helps!

Regards,
Jesse :man: 

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