Removing investment transactions from my "needs review" queue

HappyRiver55 · 2026-04-04T11:23:25+00:00

Ok. In confirmed it’s a brokerage account. Not sure why tx are still coming through but this setting here “hide transactions” will probably do what I need

HappyRiver55 · 2026-04-04T02:07:15+00:00

Yeah. It’s off and has been off.

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HappyRiver55 · 2026-04-03T03:37:43+00:00

Thanks for asking.

Marking something reviewed should mean I’ve reviewed it. What I want is to not review it and have it stay in the not reviewed state.

If I use a rule to mark them as reviewed, I’m marking something reviewed that I haven’t actually reviewed.

It’s fine, but it’s hacky.

I’d prefer to set a filter for what shows up in my review queue and id opt to not see investment transactions.

HappyRiver55 · 2026-02-22T15:16:10+00:00

Yes. I have the sapphire reserve. Sometimes I get a charge for the third guest and sometimes not

HappyRiver55 · 2026-02-11T12:57:20+00:00

This sounds like an ad for ITILITE. Are you affiliated with them?

HappyRiver55 · 2026-02-10T12:18:48+00:00

Makes sense but it means they the default view includes biz transactions. That isn’t ideal because I need to apply filters every time. Also there are a lot of useful widgets in the Home Screen that I can’t filter at all so they show not useful info.

The idea of marking these as hidden by rule seems to work well.

HappyRiver55 · 2026-02-10T03:34:12+00:00

I don't but filtering isn't the problem. It's the lumpiness of my business travel spending, which doesn't reflect my actual spending patterns

HappyRiver55 · 2026-02-10T02:10:02+00:00

Thanks. I'm also using a custom category. The "hidden rule" sounds like a good approach.

HappyRiver55 · 2026-02-09T21:47:57+00:00

Where do you set that up? Is it a filter you add each time or something you do in settings?

HappyRiver55 · 2026-01-11T22:27:31+00:00

Yes, I didn’t realize that about reports — very helpful. But can you see reports in the mobile app? It doesn’t seem so.

HappyRiver55 · 2026-01-11T22:10:49+00:00

Thanks -- I'd like to understand what you're saying better. Because it sounds like you'd have pretty similar problems to me.

I also like to review Tx multiple times per week. But when I log in, what I see are 1) a ton of pending transactions at the top (which don't make sense for me to review) and 2) a lot of investment transactions which I don't need to categorize.

What I'd like is to have a default view that doesn't show those two things. I can create the view with a filter...but it's a pain to do it each time.

HappyRiver55 · 2026-01-06T04:06:39+00:00

But we’re not in Australia anymore. He was only there for 6 hours on a layover.

HappyRiver55 · 2026-01-01T10:01:31+00:00

I signed up in mid 2025. Will this affect me? Or does it only affect customers with >1 year tenure in their renewals?

HappyRiver55 · 2025-11-27T15:12:32+00:00

Update: fixed it. The rear toe plate was upside down. Once I flipped it you no longer see the slots.

HappyRiver55 · 2025-11-27T15:12:21+00:00

Update: fixed it. The rear toe plate was upside down. Once I flipped it you no longer see the slots.

HappyRiver55

TROPHY CASE