How to filter out Income (deposits) from linked checking account
Hi, I connected Chase business checking account and all of the deposits are showing up as a negative expense. I can't find a way via Rules or Policies to exclude deposits, and it's making expense reporting very noisy.
If there is a way to filter based on "total" or I can't find it. I even tried pretend query {Total:<0} and regex in the Merchant name.
Surprisingly, there is a single reference to someone else having this problem: https://community.expensify.com/discussion/1918/how-to-exclude-deposits-when-importing-from-a-card
Answers
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There is an interesting bug.
When I go to Expenses --> Pie view -> Category:uncategorized -> [x] Unreported only
When I click on the results to see details, I get the 'current filters show 0.." and I have to reload the browser to get filters to work again.
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Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 267 Expensify TeamOptionsThanks for reaching out @SmallBusinessUser! Can you please reach out to our support at concierge@expensify.com so we can test this display bug you see?
Regarding deleting personal card expenses, you should be able to delete any imported Chase expenses following the steps in this support article. Let me know if you have any questions!
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@Christina Dobryzynski - Thanks for the article, though it's not really helpful. I am familiar with how to delete an expense - you guys made it easy.
I am sure you'll agree that deleting hundreds transactions every month manually is less than ideal. (especially since they're not even expenses). I've emailed support, thanks.
