Ability to Show or Hide Categories and Tags from Reports and Spending [edited] (2 Merged Votes)

mcjerbons
mcjerbons Member ✭✭
edited November 2021 in Feature Requests

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.

20 votes

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Comments

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin

    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!

  • EL1234
    EL1234 Member ✭✭✭✭
    edited April 2021

    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.

    Thanks!

  • dogtreatfairy
    dogtreatfairy Member
    edited April 2021
    Mint has a feature where I can show or hide categories from Budget and Trends from the entire site. These settings do not change every time I log out. It's incredibly helpful. I have a lot of business expenses I would like to ignore in my personal finances. I can categories or tag them, but if I want to hide them, I have to do it individually. This is absolutely not feasible with hundreds of items to hide... Completely honestly, this is a deal breaker for me. I have the trial for the rest of the month and will continue to use Simplifi, as I think it's a great product, but after that I may switch to something else that has that feature.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @dogtreatfairy,

    Thank you for posting your suggestion to the Community!

    I have gone ahead and merged your post with an existing Idea post requesting that the same type of abilities be added to Simplifi -- please be sure to add your vote! :smiley:

    -Coach Natalie
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    Great idea @mcjerbons!  This ability should be a great addition. 
    Chris
    Quicken Desktop user since 2014.
    Brand new to Simplifi in 2021.
  • jondehen
    jondehen Member
    Adding my vote:

    I like the idea of excluding certain accounts from the spending plan, but for my use case (and I'm sure many others), excluding categories from the spending plan would be just as useful, if not more so.

    I have two use cases:
    #1 - misc interest earned in savings/checking accounts.  I would like to exclude the "interest earned" category from showing up in the spending plan.  I'm not counting a few dollars here or there as income even though it technically is.

    #2 - "personal" checking accounts.  My spouse and I both have our own checking accounts (still joint) where we have our "fun money" that is spent on anything we want using various credit cards.  Currently these personal transactions show up in the Other Spending area as our custom personal categories.  We don't want to include our personal transactions in our overall spending plan for the month as this skews things and counts against our monthly budget.  More or less, our personal transactions are outside of the monthly budget.  Our contribution to these checking accounts could also be excluded.  When we make a purchase, we transfer the amount from our personal checking to our joint checking.

    Thanks for the consideration!
  • Excluding categories and tags should definitely be added.  I'll be looking at other products if the upgrade isn't coming soon.
  • karan
    karan Member
    Yes ability to hide & not just show is required!
  • Please add the ability to exclude a category or tag to allow queries that answer specific questions for users.