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Can transfers between accounts be excluded from the reporting? - Knowledgebase / iOS-Version (iPhone, iPad, iPod Touch) / Reports - Outbank Helpdesk

Can transfers between accounts be excluded from the reporting?

If the app recognizes the transactions correctly as transfers between your own accounts, they will not be taken into account for the reporting ('incoming', 'outgoing' tabs and 'tag reports').

If you have any transfers, the app did not recognize as such, you can change their category or tag  manually to eliminate them from the reports:

  • on iOS: select the transaction either from the reports or in the list of transactions > with a swipe to the right you can change the category  or the tag to 'transfer'
  • on macOS: please select the transaction from the list of transaction - at the moment you cannot change the category from the reports directly > open the transaction details and change the category or the tag
  • on Android: select the transaction either from the reports or in the list of transactions > with a swipe to the right you can change the category or the tag
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