Hide Duplicate Spending Transactions

In this user guide, you will learn how to hide any duplicate spending transactions that may pull through your connections. With this added feature you will be able to hide transactions, view all previously hidden transactions through list filtering, and also utilize this functionality via your mobile site.

Hidden transactions are NOT included in the Overview or Budget tabs.

1. From the Home page, click Spending.

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Your Home page is a living snapshot of your financial wellbeing. The Home page is a high-level view of your financial information. This page is divided into separate tiles that represent the information contained within a particular section of the application.

2. From the Spending tab, click Transactions.

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3. Locate the transaction line item and click Details.

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4. Check the box aside Hide this transaction.

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5. To view all previously hidden transactions, click the Include hidden transactions link located under the Total Amount. Total amount shown reflects the total sum of transactions being viewed.

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6. To exclude all hidden transactions, click the Exclude hidden transactions link under the Total Amount.

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Hide Duplicate Spending Transactions ultima modifica: 2017-04-04T02:13:39-05:00 da Adams Wealth Management

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