Sometimes you don't want certain money to affect your Statistics, Reports or cash flow — an investment account, a refund, money that's just passing through, or a whole category. Wallet gives you a few different tools depending on what you want to leave out. This article walks through each case.
Looking for the difference between archiving an account and excluding it? See Archiving an account vs. Exclude from statistics.
Exclude a whole account
This is the most common case — for example an investment, crypto, or long-term savings account that you don't want skewing your everyday spending and income.
To exclude an account:
- Open the app and go to ☰ (menu) → Accounts (or Investments for an investment account).
- Select the account and tap the edit (pencil) icon.
- Scroll down and turn on Exclude from statistics, then Save.
The account stays visible and usable, but its balance and transactions no longer count towards your Statistics, Reports, cash flow or overall balance. Repeat for each account you want to exclude.
Prefer a one-off view instead? In Statistics/Reports you can open the account selector and pick only the accounts you want to see — without changing any account's settings.
Exclude a single record (refunds, reimbursements, pass-through money)
Wallet doesn't have a per-record "hide from statistics" switch, and it doesn't support negative expenses. Instead, use the approach that fits your situation:
A refund or money returned
Record it as Income (you can use an Income category such as "Refunds"). Wallet follows the same logic as your bank — money coming in is Income — so your original expense stays intact and your spending totals aren't artificially lowered. More on this in Understanding Your Wallet Statistics.
Reimbursable expenses or money that isn't really yours
Use a dedicated excluded account plus Transfers:
- Create an account (e.g. "Reimbursable" or "Pass-through") and turn on Exclude from statistics.
- Record the relevant payments as Transfers between your main account and this excluded account.
Transfers don't affect your income or expense charts, so your analysis stays clean while the money is still tracked.
A single bank-synced record
Transactions imported from a connected bank are read-only and can't be hidden individually. If you really need to change one, you would have to disconnect the bank, adjust the record manually, and reconnect — so for most cases the excluded-account or Income method above is simpler and safer.
Transfers and Cash Flow
By design, Transfers are excluded from your Income, Expense and Cash Flow totals so that moving money between your own accounts doesn't inflate your numbers.
If you want a particular transfer to count — for example a monthly payment to a loan or a savings account that you think of as an expense — open that record and change its Type to Expense (or Income) with a suitable category like "Debt payment" or "Savings". It will then appear in your Cash Flow and reports.
Hide a category from your charts
If you'd rather leave out a whole category (e.g. "Others" or "Investments") instead of an account:
- Go to Settings → Categories.
- Select the category you want to leave out.
- Turn off the Show option.
For finer control you can also use Filters, Automatic Rules and Labels to organise and slice your transactions.
Quick guide
| You want to leave out… | Best approach |
|---|---|
| A whole account (investment, savings, crypto, business) | Turn on Exclude from statistics on the account |
| A refund / returned money | Record it as Income |
| Reimbursable or pass-through money | Dedicated excluded account + Transfers |
| A transfer you want counted as spending | Change the record Type to Expense/Income |
| A whole category | Settings → Categories → turn off Show |
Missing an option you'd like — Let our product team know at feedback.budgetbakers.com.