Summary
No, you cannot exclude a transaction from insights or budgets in Nance. All transactions are included by default.
How This Works in Nance
Nance is designed to give you a complete and accurate picture of your finances, so every transaction from your connected accounts is automatically included in:
- Insights and analytics
- Budgets and reports
- AI assistant queries
There is no option to manually exclude or hide specific transactions from these calculations.
Why This Approach
- Ensures your data remains consistent and reliable
- Prevents gaps or manipulation in financial tracking
- Keeps all features aligned with your actual financial activity
What You Can Do Instead
If a transaction feels out of place:
- Update the category/subcategory to better reflect it
- Add notes for clarity
- Use filters to view specific types of transactions when needed
Important to Know
- All connected account data is treated as source of truth
- Self-transfers are already handled separately to avoid double counting
- There is no “ignore” or “exclude” toggle available
No hiding. No skipping.
Nance tracks the full story—whether you like that transaction or not