Quarterly vs. Monthly & Single Trans. in Summary Views
Setting to omit single transactions from sums
Overview
The Summary View Features:
• In the main ledger summary footer, tapping Monthly switches between monthly and quarterly totals.
• Tapping YTD + Forecast Average shows the Past 12-Month Average instead.
• In the Forecast view, each month’s header includes the full In–Out summary for the remaining days of each month.
The “Omit Single Transactions” option in Settings lets you choose whether one-off transactions (those not tied to a Plan) are included in the summaries in the main account plans ledger.
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