I want to exclude my personal bank transfers and put them in a separate category. The personal bank transfer are presently under EXPENSE and that's wrong.

Hi there @cbb1979,

You can exclude and categorize your bank transactions in batch. Let me show you how.

1. Go to the Banking page.
2. On the Bank and Credit Cards drop-down menu, choose your bank account.
3. Put a check mark on the box of your transactions.
4. Click Batch actions drop-down menu.
5. Select Exclude Selected or Modify Selected.

I've found a couple of articles you can read to learn more about your bank transactions:

• Assign, Categorize, Edit, and Add your Downloaded Banking Transactions
• About Mixing Business and Personal Funds

Let me know if you have any other questions. I'm always around here to help. (edited)