Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)
Comments
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I have a joint credit card and this would work as a solution for me as well - this OR having the ability to split and then hide transactions.
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Excluding specific tags in spending/reports is urgently needed in this product. Please implement asap :)
At minimum, "Reports→Filters→Tag" should allow to exclude a tag. the user can only view specific tags but cannot view transactions without a tag.
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+1 for me too. I'd love this. I have a "passthru expense" account for when I spend money that I'm going to be reimbursed for. I also have a matching "passthru income" too
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+1. Allowing an exclude functionality in the filtering would help a lot.
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+1. Like a lot of other people, I have a lot of reimbursable expenses. Not being able to exclude these easily hugely distorts my spending and income. A key point for me as I decide where to go next after Mint.
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Certain categories I need to mark as exempt from spending/reports as a whole. This would be nice to set at the Category level
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This request already exists. Vote for it.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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+1 Coming from Mint, this was a helpful feature to exclude transactions.
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Hiding individual transactions definitely helps, but doesn't fit for me because of this: you can't hide specific split parts of a transaction. For example, sometimes I buy things at Bookstore Inc. - $30 might be books for me (which I want to track) but $20 might be a book for the kid who is going to pay me back later. The latter goes into a category called "Kids Loans" which is a category that I never want included on reports, spending plans, etc. But if I hide the entire transaction, I also lose the $30 part of it.
So ability to hide entire categories is very important (or the ability to save common filters which is in another suggestion thread).
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Be able to to exclude a custom category (I.e. work expenses) from reports and trends, similar to transfers
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+1
Also, add option to have more than 9 chart breakdowns so that we can see detail without having to dig into "Everything else"
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@flacosagua, it sounds like you're looking for this request instead:
I hope this helps!
-Coach Natalie
-Coach Natalie
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This would be an awesome addition for a bunch of reasons, and would also provide a workaround for this request:
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Coming from Mint over here as well, would love to exclude a category that I don't want to see. This is especially helpful for trading transactions that make budgets look bloated.
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I'm coming over from Mint, and I totally vote for this feature. Since that's how it worked in Mint, would be great to have this carry-over to Simplifi so I can keep my existing tags and workflow. Thanks!
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It would be great to exclude a Tag from Watchlist's as well. I guess this would mean I need the ability to choose from both Categories and Tags. @Coach Natalie should this be another idea or stay in this discussion as the title of this is just for Reports and Spending Plan.
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@Max1223, thanks for the feedback!
I'd suggest adding your vote to our existing request for the ability to create Watchlists using a combination of Categories and Tags, and then following it for updates:
-Coach Natalie
-Coach Natalie
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wondering if there is any progress on this feature?
I just tried an experiment by checking the Exclude from Reports box in the transaction, but doing this doesnt result in what I was hoping for.
I want to, on my choice, hide expenses like "one offs" that happen at unplanned times and are larger expenses, say like a car downpayment or a purchase a new appliance or a large repair expense. I still want to see them in reports and watchlists, but I also want to see the report with the "one offs" turned off so I can see my monthly averages without the one offs.
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Any news on this? I see it is under review. I would like to exclude tributes and tithes from Spending Plan, which you cannot do as some of them are deducted from paycheck and you certainly need the income to be counted.
I don't consider the rendering unto Caesar much less the rendering unto God to be spending.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20091 -
This is a major feature. THE feature really that would make reports work for me.
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Wondering if any experts here have ideas on how to hide transactions from Watchlists? Specifically, I have a watchlist with all Categories to show all expenses as I really like the fact that QS also adds in future Bills/Subscription so I'm not surprised at the end of the month. I'd like to make another watchlist with all Categories but hide from totals, the large expenses that are either infrequent or unexpected. Eg replacing a large kitchen appliance, or a car downpayment etc. This watchlist would give me a sense of what expenses, averages would look like without those large expenses.
I know I can exclude them but it's almost like I'd want a 3rd checkbox with just Exclude from Watchlist as I would want to see those large expenses in Reports.
Maybe my request here is to separate Watchlist from Reports in the Exclude function. @Coach Natalie is this still the right string to upvote or is there another Feature Request for this specific ask.
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I would love this. Simple example: exclude reimbursed work expenses. I tag them but then can’t exclude the tag from reports.
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@Coach Natalie Hi, you earlier linked me to this post which I upvoted but it doesn't specifically mention being able to exclude a tag from a watchlist and the title of this post doesn't include Watchlists. If you look at my post just above, I'd like to exclude tags from Watchlists but NOT Reports. Just wondering if this post or the other includes "exclude Tags from Watchlist". Sorry just a little confused here.
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@Max1223, if you want to exclude items from Watchlists without also having to exclude them from Reports, you can add your vote and feedback here:
I hope this helps!
-Coach Natalie
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+1 I would like to run a report and have it exclude certain tags. Being limited to Inclusive filters is quite limiting. This is fairly simple SQL logic to implement.
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Absolutely wild that this isn't implemented yet.
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