Account Transaction Visibility
Control which accounts’ transactions appear in your budget and transaction list.
What is Transaction Visibility?
This setting lets you:
- Show transactions that affect your monthly budget
- Hide transactions that you want to track but not budget
When to Hide Transactions
Hide transactions from accounts like:
- Savings accounts - Tracking balance only
- Investment accounts - Not monthly expenses
- Business accounts - Separating personal/business
- Secondary accounts - Used infrequently
How to Change Visibility
Step 1: Navigate to Accounts tab
Go to the Accounts tab (shown in screenshot above).
Step 2: Open account detail page
Tap the account you want to modify. This opens the account detail page showing all accounts for that institution (shown above).
Step 3: Access Account Settings
From the account detail page, tap “Account Settings” at the bottom of the account card you want to modify.
Step 4: Toggle visibility setting
In Account Settings, toggle “Show account transactions”:
- ON = Transactions visible and affect budget
- OFF = Transactions hidden but still sync
The setting saves automatically.
What Happens When Hidden
Hidden transactions:
- ✅ Still sync in background
- ✅ Balance updates
- ❌ Don’t appear in Transactions tab
- ❌ Don’t affect budget calculations
- ❌ Don’t need categorization
You can still:
- View account balance
- See connection status
- Reconnect if needed
What Happens When Shown
Visible transactions:
- ✅ Appear in Transactions tab
- ✅ Affect budget categories
- ✅ Need categorization
- ✅ Include in spending calculations
Common Use Cases
Example 1: Savings Account
Scenario: You have a high-yield savings account for emergency fund.
Setup:
- Connect the account
- Hide transactions
- Result: Track balance without daily transaction noise
Example 2: Business Credit Card
Scenario: Use same app but separate personal/business spending.
Setup:
- Connect business card
- Hide transactions
- Result: See balance, but expenses don’t mix with personal budget
Example 3: Partner’s Individual Account
Scenario: Partner has personal checking they don’t share.
Setup:
- Connect for visibility
- Hide transactions
- Result: Track total household money without seeing details
Changing Settings Later
You can toggle visibility anytime:
- Changes apply immediately
- Historical transactions affected
- No data is lost
Troubleshooting
Can’t find setting:
- Update to latest app version
- Feature available in Account Settings
Transactions still showing:
- Toggle OFF then ON again
- Refresh the app
- Wait a few seconds for sync