Can I hide a transaction?

When you hide a transaction in Monarch it will be excluded from your Plan and Cash Flow reports. The transaction will continue to appear in your full Transaction list, so you still have a record of it. You’ll see an “eye” icon to indicate the transaction is hidden. Once a transaction is hidden, you can unhide it at any time.

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How to hide transactions

  1. One by one - When you’re looking at a specific transaction, use the “Hide” toggle to hide that single transaction.
  2. A few at a time - From the Transactions page, select “Edit multiple” and find the transactions you’d like to hide.
  3. Many - Create a new rule to automatically hide all transactions that meet certain criteria. You will have a chance to preview the changes and decide if you want the rule to apply to matching past transactions or only apply moving forward.

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Why hide transactions?

You may want to hide all transactions from a certain bank account like a business account or have reimbursable expenses that you don't want to see. Another common example is hiding large or one-time transactions that throw off your Plan or Cash Flow reports.

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