Excluding categories from calculations in Numbrs

The function to exclude categories from the Income and Spending Analysis allows you to make the Analysis more precise and tailor it to your needs.

When should I exclude a category in the Analysis?

It makes sense to exclude a category when the according transactions are not actual spendings or incomes. This applies for example to internal transfers between your accounts because the money remains with you.

How do I exclude a category from the calculation?

  1. Go to the Analysis and choose ‘Income’ or ‘Spending’.
  2. In the next view, please choose the category you would like to exclude.
  3. At the bottom of the page, you can find the switch ‘Exclude this category’ which you can enable and disable.

Where does excluding a category have an effect?

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