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. 

Learn about the different options for hiding categories and restoring hidden categories in PocketSmith!

In this article

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:

  • πŸŽ‰ πŸ» πŸ‘ž
    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.
  • πŸ’° πŸ“ƒ πŸ“Š
    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 report

Hiding a category

1
Head to Budget &  Reports > Income & Expense 
2

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

3
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

1
Head to Settings > User preferences 
2
Select Ignored categories
3
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

1
Head to Forecast > Cashflows
2

Hover your mouse over the category you'd like to hide and click on the  crossed eye icon that appears

3
In the pop-up that appears, click Save

The category is now removed from the Cashflows statement and will no longer be included in the totals on this page.

Restoring a category

1
Head to  Settings User preferences 
2
Select  Ignored categories 
3
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

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