Accounts that are showing in my Debt Payoff Planner showing / counting in Transactions

Ask Anything
1

I would like to manage my accounts in the ‘debt payoff planner’, but I would like to keep the transactions for these accounts out of the Transactions tab. Is there a good way to do this?

Thanks,
James

2

@buckarooslead there isn’t a way to exclude transactions but keep balances right now. If the account is connected to the spreadsheet you’re going to see both transactions and balances.

I believe there is a feature request for this here that you could vote for here: https://community.tillerhq.com/t/need-ability-to-only-download-balances-for-certain-accounts-and-not-transactions/23090

For now you can just ignore those transactions or just categorize them all as transfers or use the recommend categorization workflows as documented here: