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Level 1

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.

 
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Moderator

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:

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

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