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Regular Contributor

Is there some way to prevent "uncategorized" transactions from showing up in the MY BUDGET tool? I rely heavily on that "category" to get around all of the problems with not being able to properly split or categorize transfers the way I would like. However, I have a gigantic total of "uncategorized" transactions as a result, which I can't seem to choose to exclude from MY BUDGET.

4 REPLIES

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Skaliwag, Hey there!  To best assist you with this, we recommend to contact our support team at 800-531-8722 and say support in the menu when prompted. They can help guide you on this matter. Hope this helps. Jen.

Saying "support" after calling in got me nowhere.

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Hi Skaliwag - Please try calling the technical team at 1-877-632-3002 for assistance. When you're prompted, please say “technical support” to speak with a representative. - Cathleen

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Unfortunately I chose a title which is meaningful to me ("uncategorized") to dump all my dummy transactions, but is confusing the technical support person. They are actual transactions, money moving around in a way that I control, etc. However, I simply want to exclude that entire category (doesn't matter what it's called) from the budget. It's looking like that is not an option.

 

I didn't get any "hits" when searching the forum, but I see now from a GOOGLE search that there are other posts asking for the same thing. The dead-end reply on those threads also appears to be that controlling whether a specific category (or transaction) appears in the budget is not something that can be turned off. If it's a transaction, it will get included, period. And that's where this phone call is heading, too.