Hi @lightcap and @Larry,
Thanks for alerting us about this. You are correct that the text display at the top of Quick Insights does not filter out Transfers.
In general, Tiller filters transactions from most reports if the Category of the transaction has been designated as a “Hide” category, using the “Hide From Reports” column in the Categories sheet.
The current formula used for that Quick Insights textual data doesn’t filter out these Hidden category transactions. But I’m considering a fix so those type of Transactions would be filtered out. I’d prefer this method of filtering, rather than filtering out the Transfer transactions, since some users might want to see the Transfer transactions.
If you set whatever Category you are using for these Transfer transactions to “Hide” in the Category sheet “Hide From Reports” column, then they would not appear as an option in the textual data in my proposed fix.
Would that solution work for you?
If you want to test it, put this in cell O49 and make your transfer Category hidden:
=iferror(query(indirect(P15),"SELECT "&P10&", "&P13&", "&P12&" WHERE "&P10&" >= date '"&TEXT( today()-P6,"yyyy-mm-dd")&"' "&if(len(P45),"AND NOT "&P45,"")&" ORDER BY "&P12&" ASC LIMIT 1",-1))