Options for hiding or restoring categories
You might want to hide particular categories in your reporting, such as the Income Expense report or the Cashflows statement, so you can fine tune how you analyze your earning and spending.
In this user guide
Reasons to hide a category
Hiding particular categories allows you to take a deeper look at your earning and spending within particular areas.
For example:
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You could hide all categories on the Income & Expense report that relate to your fixed costs so you can understand your expense totals for your flexible spending.
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You can create a report to share with your accountant pertaining to a particular set of your income and expense categories.
Hiding or restoring a category on the Income & Expense Statement
Hiding a category
- Head to the Income & Expense Statement ( Reports > Income & Expense)
- Hover your mouse over the category you'd like to hide and click on the crossed eye icon on the far right of the category row
Click OK
The category is now removed from the Income & Expense report and will no longer be included in the totals on this page
Restoring a category
Head to Profile menu > User preferences
- Select Ignored categories
Uncheck the ignored category you'd like to restore under the Income & Expense page section and click Save
Hiding or restoring a category on the Cashflows statement
Hiding a category
- Head to the Cashflows statement ( Reports > Cashflows)
Hover your mouse over the category you'd like to hide and click on the crossed-eye icon that appears
In the pop-up that appears, click OK
The category is now removed from the Cashflows statement and will no longer be included in the totals on this page.
Restoring a category
Head to Profile menu > User preferences
- Select Ignored categories
Uncheck the ignored category you'd like to restore under the Cashflows page section and click Save
Hide a category from other areas of PocketSmith
If you'd like to hide a category from another area of PocketSmith such as the Earning and Spending chart on the Dashboard or from the income & expense pie on the Transactions page, then you'll need to change the category to a Transfer category in order for it to be removed.
Learn more about hiding transfer categories from PocketSmith: Removing transfer categories from different reports and pages in PocketSmith
Note
Transfer categories can also be hidden from the Income & Expense statement with a toggle in the left sidebar. This means that you won’t need to manually remove transfer categories from this report.
FAQs
Why is there a category missing from the Income & Expense statement that I did not hide?
Transfer categories are automatically hidden from the Income & Expense statement. You can learn more about transfer categories here: Removing transfer categories from different reports and pages in PocketSmith