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MoneyWellth Help Center



MoneyWellth
Help Center



Can I exclude transactions from my budget?

Yes, you have the option to exclude specific transactions from your budget. This can be useful for managing irregular or one-time expenses that you do not want to impact your overall budgeting goals. Below are the steps to exclude transactions from your budget:

Through the App:

  1. Log in to your MoneyWellth account.
  2. Go to Budgeting from the bottom navigation menu.

    budgeting.png

  3. Tap View All Categories.

    MoneyWellth_View all categories.png
  4. Select the category containing the transaction you would like to exclude.
  5. Select the transaction you would like to exclude.
  6. Tap Exclude from breakdowns.

    MoneyWellth_Exclude from breakdowns.png

Through the Website: 

  1. Log in to your MoneyWellth account.
  2. Go to Budgeting from the left navigation menu.

    Untitled.png

  3. Click on View All Categories.

    EHA_Budgeting.png
  4. Select the category containing the transaction you would like to exclude.
  5. Select the transaction you would like to exclude.
  6. Toggle on Exclude from breakdowns.

    exclude.png

Excluding your transactions will automatically change your transaction category to Ignore. This excludes your transactions from all insights and charts. If you'd like to categorize or reinclude a transaction, you must first toggle back on the Exclude from breakdowns button on the transaction detail page.