Hide a category on the cashflow statement

PocketSmith's cashflow statement displays the movement of your funds across all categories, and separates them into income and expense tables.

There may be occasions when you have categories that you do not want displayed. Transfers between accounts are one example.

In these situations, you can 'ignore' a category row by following these steps:

  1. Go to the Cashflows page

  2. Hover your mouse pointer over the row you want to hide

  3. Click on the 'Remove' icon that appears to the left of the category name

    This will remove the category row from the cashflow statement. 

Ignored categories do not contribute to the cashflow statement's displayed surplus and deficit calculations.

Restoring an 'ignored' category

Categories can be easily restored by following these steps:

  1. Click on 'Display Settings' on the Cashflows page

  2. Click 'Ignored categories' in the left sidebar

  3. Follow the prompts to restore your ignored categories 

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