When you connect your external bank account, our system pulls up to 24 months of transactions, which may include personal transactions along with your business transactions. You can hide any transaction, whether imported or manually added. To exclude (hide) a transaction, click on the arrow located on the far right of a corresponding transaction and toggle 'Hide/Ignore Transaction'.
Note that hidden transactions will not be reflected in your Cash Flow analytics or metrics.
To learn more, watch our quick video on How to Tag and Organize your Transactions.
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