How to Leave an Account Uncategorized

If you don’t want a particular account to be categorized, (for example if you don't want that data to be on the Tax Return), you can leave the account as "Select a category (defaults to None)".

If you’ve already selected a category and wish to change it to categorize, select  "Do Not Map".

Each Account Type has its own Do Not Map selection. Use the appropriate one for the account you wish to exclude.

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