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Bulk Edit Ability for "Exclude From Reports" and "Exclude from Spending Plan" (edited)

TLynch

It would be helpful to hide multiple transactions at once. thanks.

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Feature Request

Transactions

Status: Completed

Comments

Coach Natalie

Hello @TLynch,

Thanks for posting to the Community! To best understand your request, are you referring to bulk hiding transactions from Reports and the Spending Plan, or something else?

Please let me know!

-Coach Natalie

poppy143

there should be a way to hide multiple transactions with one action from reports and spending plan

crgutenberger

It would be really helpful to have the ability to bulk apply "Ignore from Reports" and "Ignore from Spending Plan" in the "Edit Multiple Transactions" window on the web app. I use this often to ignore dupe transactions between my PayPal and checking accounts, and ignoring each transaction individually is time consuming.

bcrossman

Are there any plans to add this? It seems like a simple addition, given the other bulk editing options, and it would be really great to have.

Coach Natalie

Thanks for the inquiry, @bcrossman!

I'm not currently aware of this ability being on the roadmap, and, sadly, this Idea only has 6 votes. I agree that these options should be pretty easy to add, and once we get more votes for this, I'd be happy to submit it to the Product Team for review.

-Coach Natalie

bcrossman

Ok, get those votes in, people!

In the meantime, if anyone has figured out a good work-around for this, I would be interested. I've been scratching my head trying to come with something, but so far no luck.

yomdiddy

Just added my vote! I've got 44 transactions I'm currently manually editing to ignore from spending plan :'( would love a bulk feature for this

DannyB

I agree, this would be a great addition to the bulk edit menu.

JeffusTheBaker

Since it is not possible to exclude specific categories or tags from Reporting, it could be helpful to have the ability to do batch transaction adjustment of Visibility status. Manually adjusting visibility of transactions it tedious when having to adjust hundreds of items.

Mark23

Yes, pease impliment

Mark23

Please impliment this feature, i have a bizzillon to change. Devel;opment really missed the mark on this one… oops, already commented…see thats how much i want it!

ajbopp

Added my vote. Actually, I would like to be able to bulk edit any field that can show up inn the account or report tables.

Brian23

This would be helpful!

RJMSR

This would really be helpful and even the ability to do it to an account as a whole.

im_asl

Need this to exclude expenses I put on my expense report

Donny633

Yes, please! How many votes does a simple software change require before it will get serious consideration?

karen123

It's really cumbersome to have to exclude transactions from report one by one, please add the bulk feature!!

mevans426

I agree, this is an obvious feature that it is silly not to have. Please implement!

JCNico

This is such a simple and obvious feature to have in addition to the other bulk edit options. Please add this!

CBB

PLEASE, Simplifi, add this ability to batch update Exclusions.

TAT

Please add this feature.

JoshW

Please add this, I use this with duplicate transactions between venmo and checking. It's very inconvenient to do this one at a time.

dylanmcdougle

Please add this feature!

allisonsan

Please consider this enhancement!

jkmladucky

Yes, please add this feature!

Burgerson

I vote for this too. It is very cumbersome to have to go through each single transaction to modify this.

andersc

As a new user migrating from Mint, this would be huge. On Mint, I had a "reimbursable" category that I omitted from my budgeting. Having a "reimbursable" tag on Simplifi but still having to exclude transactions manually is an oversight.

EL1234

I have a reimbursable tag also and would like to exclude it from my spending plan, since the expense and the reimbursement don't always happen in the same month (to cancel each other out)

squillful

@Coach Natalie there are quite a few upvotes on this now vs your last comment. Any chance you folks would consider this one soon? Would be a great help for folks coming from Mint and hopefully isn't too heavy a lift :)

RobWilk

@squillful I think your post helped get this attention. The status (yellow area up top) now says "This Idea has been submitted for review!" which I believe is new.