Exclude categories from Insights
Insights shows the money coming in and going out of your business account over a chosen period of time, with a breakdown by transaction category. By default 'Savings' and 'Transfers' are always excluded, so they aren't calculated in your cash flow.
If you need to add other categories to the exclusion list, follow the steps below:
Head to 'Insights' in-app (not available via web)
Select the 'Cash flow' tab and scroll down to 'Excluded from cash flow'
Tap 'Edit'
Tick the category(s) you want to exclude
Tap 'Done'
The chosen category(s) will no longer be calculated as part of your cash flow, this is useful if you've had an unexpected expense and want to better understand your underlying cash flow position!
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