Hiding and deleting

Hiding

Hiding takes a transaction out of your regular lists and cashflow totals but keeps the record. It doesn't change account balances or net worth, and it doesn't make the transaction private: other household members can still find it in the archive.

Hide import errors or a confirmed duplicate. You can hide several transactions at once, or have a rule hide matching ones. Check a hide rule's preview carefully so it doesn't catch unrelated transactions.

Don't hide:

• Transfers between your own accounts. A transfer category keeps them visible but out of spending.
• Refunds and reimbursements. Put them in the original purchase's category so they reduce its total. Hiding them leaves the original cost overstated.

Deleting

Deleting removes a transaction from regular lists and cashflow totals, but keeps it in the archive for restoration. Both bank-synced and manual transactions can be deleted and restored. Like hiding, deletion doesn't change account balances or net worth.

The archive

Settings → Archive holds everything out of view:

• Hidden: hidden transactions. Unhide one to count it again.
• Deleted: deleted transactions. One that was hidden before it was deleted stays hidden when restored.
• Accounts: deleted accounts and their history. If both an account and its transactions were deleted, restore the account first. A connected account may need reconnecting. Deleted Plaid accounts can be permanently removed after the connection's seven-day recovery window.

Some things can't be restored:

• Deleted categories. Their transactions become uncategorized.
• Deleted tags. They're removed from every transaction.
• Deleted recurring series. Their transactions stay.
• Deleted households, along with everything in them.