In Copilot, you can exclude transactions to prevent them from affecting your spending totals across the app.

Please note: In the Cash Flow tab, you have the ability to add your excluded transactions in your total spend amount for a better view of your actual spend for cash flow purposes. With excluded spend added, excluded spend will also be included in the Dashboard tab.

You can exclude a transaction by tapping on a transaction's category, then selecting Exclude from the category list.

Or, you can add a transaction to an excluded category by tapping on a transaction's category, then selecting an excluded category (example, Work Expenses).

You can also create a new excluded category for the transaction by selecting New category and toggling the category type to Excluded.

You can filter for excluded transactions in the Transactions tab. To filter by excluded transactions, select the Excluded option located at the bottom of the Category list.

You can view reporting for Excluded Categories or Excluded transactions in the Cash Flow section. To access this view, tap on a month in the Spending chart. Then, select Excluded Transactions from the bottom of the view.