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Allow the - (minus) in searches (1 Merged Vote)

EL1234

It would be great if we could use the - (minus) in searches, so you can search for transactions that are NOT in a particular category or do NOT have a particular tag.

Also if we could combine searches, so for example I could search for transactions in a specific category but without a specific tag.

I would also want to combine those searches with date restrictions, to search for transactions between specific dates.

I am coming from Mint and evaluating to see if I could switch, as Mint has gotten buggy, and this is a feature that I use a lot.

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Comments

Coach Paco

@EL1234 Great suggestion!

chanceryder25

I just posted this as well before seeing your suggestion! Upvoting!

EL1234

In Mint I used to use the minus sign to search for transactions that don't contain a specific word. It's a feature that would be great to have here!

Coach Natalie

Hello @EL1234,

Thanks for the suggestion! Be sure to add your vote!

-Coach Natalie

EL1234

Wow thanks for combining my ideas! I want to clarify that I'd want to use the minus sign / NOT for both filters and searches.

Thank you all!

Norm6257

Two years later... I wonder if this idea will see the light of day. There needs to be a "not" function when filtering categories and tags. For example, I would like to filter transactions for anything with Tag A or Tag B, but NOT include anything that has Tag C.

It's impossible to get certain reports / transaction searches without having a "NOT" function.

Coach Natalie

Hello All,

The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request.

If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.

We also have some other Idea posts that may be more applicable to some of the comments here:

https://community.simplifimoney.com/discussion/2745/ability-to-exclude-criteria-in-reports-inverse-filter-criteria-edited

https://community.simplifimoney.com/discussion/3888/advanced-tag-filters-using-and-based-filters-or-or-based-filters-edited

Thank you,

Quicken Simplifi Community Support Team

EL1234

I definitely still want this! To search for transactions that don't have a specific category or don't have a specific tag, also for transactions not in a specific account.

neon45

Me too !!!

Max1223

So here is an example for me

I want to check my records for accuracy as I have a tag "taxes" tag
I filter by category like Business services or by name for a company
I want to know if I've forgotten to add the tag
So here where I'd like to filter by Business service WITHOUT any tags

A different way to do this search can be found in this discussion, where in the example above, I would filter Business services, OMIT the "taxes" tag. The result should be all Business services that don't have the "taxes" tag.

https://community.simplifimoney.com/discussion/comment/48762#Comment_48762