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 analyse your earning and spending. 

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 the total expenses for your flexible spending.

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  You can create a report on a particular set of your income and expense categories to share with your accountant. 

Hiding or restoring a category on the Income & Expense report

Hiding a category

1. Head to the Income & Expense report ( Reports > Income & Expense)

2. If you have an existing saved report you wish to update, select this from the side menu under Your Reports:

   

3. Hover your mouse over the end of the category row you'd like to hide, click the three-dot menu and then the crossed eye icon

4. Then CONFIRM

   

   
   

5. Click SAVE CHANGES to update the selected report with the new category selection, or choose to +Add to your reports to save a new report with this category selection.

   
   

   For more on Saved reports, see: Saved Income & Expense reports

   

Restoring a category

To restore a hidden category on a saved Income & Expense report

1. Choose the report you'd like to restore the category for, then click Manage hidden categories:

   

   
   

2. Untick any categories you'd like to restore, then click SAVE

   

   
   

3. Click SAVE CHANGES to update the selected report with the new category selection, or choose to +Add to your reports to save a new report with this category selection.

   
   

   For more on Saved reports, see: Saved Income & Expense reports

   

   
   

Hiding or restoring a category on the Cashflows statement

Hiding a category

1. Head to the Cashflows statement ( Reports > 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 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

1. Head to Profile menu > 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

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