You may want to hide certain transactions - such as one-off payments or transfers between accounts like credit card payments from your transaction account - from the Cashflow area of your portal to ensure they don’t skew your cashflow and budget reports.
To hide a transaction:
- Navigate to 'Financial'>'Cashflow' from the menu on the left of your portal.
- Use the Cashflow filters to locate the transaction. Click on the transaction to expand the details.
- Within the transaction, click 'More actions' > 'Hide transaction'.
- Your transaction is now hidden from the Cashflow and won’t be factored in to your Cashflow or Budget.
To unhide/show hidden transactions:
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Navigate to 'Financial'>'Cashflow' from the menu on the left of your portal.
- Once in the Cashflow area, click 'Cashflow settings'.
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Turn on the 'Show hidden transactions' setting and click 'Save'.
This will unhide all previously hidden transactions so that they are visible in the Cashflow area.
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Now that the setting has been applied, back in the Cashflow area, locate the transaction you want to unhide.
- Click on the transaction to expand the details and select 'More actions'>'Unhide transaction'.
The transaction will now show in the Cashflow area and be factored in to your cashflow and budget.
To hide hidden transactions from Cashflow again, navigate to Cashflow settings and turn off 'Show hidden transactions' (as shown in step 2&3 above).