Excluding transactions from Trends

You can exclude transactions by adding them to a category and excluding the category as whole.

Exclude by selecting a payment

  • On the Home screen, select a transaction in the Activity feed.

  • Select Create or pick multiple categories.

  • Select which default category you want to assign to be excluded from Trends (if you are a Plus, Premium, Extra, Perks or Max customer see here how to add custom categories).

  • When you're finished tap Done.

Exclude from the Target tab

  • Tap the Trends tab.

  • Select the Target tab above the graph.

  • Scroll down and select Excluded from target.

  • Follow the on-screen instructions to exclude categories.

Exclude from the Spending tab

  • Tap the Trends tab.

  • Select the Spending tab below the graph.

  • Scroll down and select Excluded from spending.

  • Follow the on-screen instructions to exclude categories.

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