How to exclude an account, records or transfers from your statistics

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:

1. Open the app and go to ☰ (menu) → Accounts (or Investments for an investment account).
2. Select the account and tap the edit (pencil) icon.
3. 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:

1. Create an account (e.g. "Reimbursable" or "Pass-through") and turn on Exclude from statistics.
2. 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. Alternatively, you can recategorise the record into a hidden category (see Hide a category from your charts below) to keep it out of your charts.

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:

1. Go to Settings → Categories.
2. Select the category you want to leave out.
3. Turn off the Show option.

For finer control you can also use Filters, Automatic Rules and Labels to organise and slice your transactions.

Use a hidden category as a way to hide individual transactions

You can turn this into a handy workaround for keeping specific records out of your charts. The idea: dedicate one category to "hidden" transactions and switch it off.

1. Go to Settings → Categories and pick a subcategory you don't use (or create a new one).
2. Rename it to something memorable, for example "Hidden transactions" or "Exclude from stats".
3. Assign this category to any record you want to hide.
4. Open the category and turn off Show.

Every record filed under that category now disappears from your charts, while the transaction itself stays in your records. This works for any record you can recategorise, including bank-synced ones, and you can switch Show back on at any time to bring them back.

Coming soon: We're working on a way to exclude transactions from statistics based on labels, which will make this far more flexible than the category trick above. There's no release date yet, but our developers are actively preparing it.

Quick guide

Missing an option you'd like — Let our product team know at feedback.budgetbakers.com.