would be great to be able to exclude certain categories or tags from spending trends.. For example, all reimbursable, or vacation spending.. both of which tend to cause lumpiness that's not really indicative of spending patterns.
This Idea has been submitted to the Product Team for review!
Thank you so much for the feedback. I know that we currently have the option to exclude specific transactions from the Spending Plan and Insights (reports), but not specific categories or tags. I think this is a great suggestion. I'm going to change this thread into an Idea so other users can vote to increase demand for this function!
I'd like to be able to hide a specific Expense category from my Spending Plan.
Alternatively, I'd like to be able to categorize a category as something other than Income or Expense (maybe "Transfer" would make sense?)
An example: I sometimes purchase things for my employer, and then get reimbursed. The reimbursement doesn't always happen in the same month as the purchase (if it did, the transactions would cancel each other out) but I don't want them part of my Spending Plan.
Throwing my vote in the ring for this feature too!
Agree, would love to see this feature added.
Likewise, I want to be able to exclude categories or tags when I run a report. How much did I spend, for example, without my charity & donations? I want to know how much I typically need to live on. I could do that by painstakingly checking all the categories I want to include except that one, but that is a great deal of work and there is no way to save it. This feature is badly needed!
It would be so useful to be able to exclude my category 'Work Expenses' from my Spending Plan, to separate work and personal expenses.
Please add the feature so that any transaction in a specified category will be hidden from reports/spending plan!
I would also like this feature. I have two weeks of transactions from a vacation that I would like to categorize together or add a tag to all the transactions to hide/unhide them easily so I can see my YTD spending trends with and without the vacation.
I definitely want the ability to exclude tags or categories when viewing reports. It would be great if this feature could be added!
Has this made it in yet? Would really love to be able to do this. At a minimum would like to be able to batch edit the exclusion checkboxes so that I could do this manually without going into each individual transaction.
I would like the ability to be able to exclude specific categories or tags. Would be way easier than going transaction by transaction to exclude certain things.
Please add the ability to exclude from spending plan and exclude from reports to a whole category.
@Coach Natalie Any update on this one? I see that there's a tags filter - could essentially achieve similar exclusion function by adding a "blank" checkbox there (i.e., would include untagged plus selected tags in the report).
Would really love something like this, but I get it. A lot of former Mint users (guilty) are going to want to see this added now, but once we settle in, it will no longer matter. We'll have gone through and manually done it, and then just do it as the transactions happen.
With that said, I would really love to see this happen.
Wanted to add that it seems like categorizing as "Balance Adjustment" was a bit of a workaround for me, it automatically hid the transactions from the spending plan. Pretty cool.
+1, this would be a great feature!
+1 for me
+1 for me.. any status on this? Coming from mint, this is a key feature for me as I have specific tags I add to exclude transactions from reports.
For status updates, please bookmark this idea thread. Currently, it shows In Review since it's been submitted to the Product Team for review. When we have updated information, the status of the Idea will be updated.
You can hide individual transactions, but then that category appears as being unspent with useable funds. I'd like to hide the whole category from that month's total spend while keeping in the reports section.
For example, I might budget 600 a month for student loans. I throw a lot of extra towards that right now, so it really increases my spend for the month and doesn't give me an accurate picture of my typical discretionary spending. Being able to quickly toggle individual categories to count towards the month and the overall spending reports would mean I could quickly look back and say this is my average spend for each month on living expenses without factoring in the student loan category.