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Listing transactions without a category, payee or tag
Listing transactions without a category, payee or tag

Make sure that no transactions slipped through tagging!

Iliya Yordanov avatar
Written by Iliya Yordanov
Updated over a week ago

All category, payee and tag-based reports allow you to select the option for "No category", "No payee" or "No tag", respectively. This allows you, for example, to generate a payee report for transactions that don't have any payee assigned. Of course, you can combine it with transactions that do have particular payees assigned.

Few things to note:

  • In expense reports, only Expense and Refund transactions with no assignment of your choice will be included.

  • In income reports, only Income transactions with no assignments will be included.

  • Categories, Payees and Tags-based reports will skip all investment transactions as well as the adjust balance transactions.

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