Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

bbertchie

Have the ability to exclude from spending plan and or reporting on split transactions. Currently, it is all or nothing on the transaction. I'd like to ability to exclude part of the transaction that is a split.

For example, I have a $100 charge. I split the transaction between two different categories. I want $50 to be excluded from spending plan and the remaining $50 to be included in the spending plan

Warwrecker

please add this feature! +1

BT2565

+1 to add this. Super frustrating and time consuming to get good data without it!

Veether

+1

I have multiple transactions that may be partially HSA reimbursable for example and I wouldn't want to include in reporting.

I also have part of my income coming from expense reimbursement which would be nice to exclude with the expense transactions I exclude.

Amberlynk

please add this ability.

SRC54

This will be particularly good when you have part of a transaction that is a transfer such as cash to a cash account. Scenario. You get $100 cash at the grocery store. This is not an expense. Right now you have to include it all or none of it. My inelegant solution is to put down $100 as an expense to sundries and then go to the cash account and add it there and subtract it from sundries. Thanks for confirming this is coming!

EL1234

If you've got a Cash account you can set the category of the split to Transfer > Cash, then since it's a transfer it will automatically be excluded from your spending plan.

mimiminn

Hello, EL1234, I added a Cash account, and made it a "Asset" category. Now, it appears that I actually have that amount of "excluded" expenses as an asset, when really it's an expense. However, it allowed me to send the other split expenses to their proper category. So this is a convenient workaround. Thanks.