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
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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
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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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