Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

JMP

I'd like to be able to exclude criteria in reports.  As examples: Category <> Taxes or Account <> Secondary Checking.

smiller248

I'd like to be able to create reports that include all transactions except those in a certain category, with a certain tag, etc. For every positive (regular) filter, it's inverse should be available as well.

This would be very useful for creating reports that showed how my spending is changing over time (it's very hard to see the trends in changes of discretionary spending if they're dwarfed by a few big costs like rent). 

noone

Often in spending report I need to exclude one (or maybe two) categories. Right now the only way to do it to select EVERY category (with exception of one(s) I'd like to exclude). It is PITA.

One way to achieve it is to have every category ticked off when you open related UI. So that I simply open "Filters" UI and untick those I'd like to exclude.

tnixon42

+1 on this. We should be able to exclude transactions from a report based on the tags. I'm not particular whether this involves a "negative" filter - or a catch-all "untagged" option, but we should be able to do this.

My use case for this: spending on vacation is often very different from spending at home. I would like to exclude transactions tagged as "vacation", so I can get a clearer picture of my normal (at home) spending trends.

jsy42

Agree. The filters should default to everything selected to match the displayed results.

By default, all transactions are included for pages and functions with available filters. However, the filters are all unselected by default. This is counterintuitive and VERY inconvenient, especially with numerous accounts, tags, categories, etc. If you want to exclude one item, you MUST scroll through a long list selecting everything except what you want to exclude.

jadaiber

Totally agree with this.

JC.

Need to be able to exclude tag(s) option in Reports.

I track expenses I make on a vacation home using a tag within my main Simplifi account. These expenses are a part of my common Payee's, Categories, and Bank Accounts used everyday. When I look at my Monthly Summary Report I cannot exclude anything with that tag. I can try to Select All Categories, All Accounts, All Payees, and All Tags except the tag I use for the vacation home.

Doing this in my particular case creates 608 filters and of course I get no data returned due to the massive amount of filters applied and processing that needs to take place - very inefficient. Logically with what has been filtered, it should report back everything except those items that are tagged as the vacation home.

Being able to simply exclude a tag from a report would be much more logical and efficient.

Thank you

SRC54

Along with this, it would be nice if one had the option to save those personalized reports.

pullella

In mint, you could do a search for -tag:XXXX, where XXX was a tag name. So if I marked a transaction as say "Business expense", i can easily filter the transactions that are not tagged with "Business Expense"

markv

Apologies if this has been posted before, but I would like to be able to filter or search and *exclude* results with certain tags. For example, I want to see my monthly spending on incidental expenses, and exclude charges which I've tagged as "Vacation". Today, filters will only allow you to include tags, not exclude tags.

FWIW, I understand you can filter by "untagged" in the reports section, but that's pretty limited and doesn't do what I need. Thanks.

EL1234

I'd like to filter for transactions without a specific tag or without a specific category. With categories, technically I can select all the categories except that one, but it's a LOT of clicks since there's no Select All button.

Wayne

I agree with this, would like the ability to exclude certain categories and/or tags rather than selecting all and unselecting. However, I could live with the current functionality as long as there is an "untagged" choice under in the tags filter like there is uncategorized in categories. I don't tag most items and would lilke to be able to exclude some tags from my reports.

Max1223

i voted for this

Kseniya

I'm hoping there is a way to already do this but if not, then please consider adding:

When reviewing Transactions, it would be really helpful to filter to exclude specific categories or specific tags or specific payees. I am somewhat able to do that in the Reports feature, but not in the Transactions window where I need it too.

UrsulaA

I upvoted this. Having an exclude filter will be easier than having to select all categories and then de-select the non necessary ones from the transaction list.

SimpliJSHL

This would be really helpful. In particular, I have a number of projects in Home Improvement, but certain ones (e.g., one-off major projects) are not part of my normal spending pattern - would love to be able to tag those in a way that excludes them from specific reports without having to exclude from ALL reports (i.e., still want to see them in aggregate spending reports, just not when I'm analyzing normal-course spending).

As it stands today, I have to export to excel to do this type of filtering. Seems like it'd be relatively straightforward boolean logic to layer that into existing filter functionality.

Silverthorne

+1

It's been 3 1/2 years since this request was submitted. Why does Simplifi team not comment on these requests?

DryHeat

Right now, selecting "Personal" (for example) includes all categories underneath it, but doesn't select them in the normal sense (by marking them with the blue checkbox). Instead, it greys them out so that their selected status cannot be changed.

Using this system, if I just want to exclude 3 categories I have to unselect "Personal" and then select all but 3 of the categories underneath it one-by-one.

Suggestion: It would work better if selecting "Personal" actually selected all the categories underneath it in the normal way (by marking them with the blue checkbox), rather than making them unchangeable. That way, you could just unselect the ones you don't want.

HappyNorml

+1 On this feature request!

The reporting features on Simplifi are excellent. This is a small gap, but would be very nice to have it addressed!

A bigger build might include a dedicated exclusions link that opens a page where the user chooses or adds the exclusions.

But as has been suggested, simple fix for CATEGORIES and TAGS would be to have the default state be “all checked” so that one could manually uncheck the item(s) to exclude. This would need a small “check all” to go with the current “clear” at the top so the user could easily toggle when they want to include all or just a few items.

Again love the reports. Allowing exclusions seems important for the many varied use cases already listed in many of the earlier posts. Keep up the great work!

HappyNorml

After digging further, it appears that this functionality has been added to a certain degree as had been suggested by some in this thread (using a toggle/untoggle all checkbo so the user could exclude payees/categories/tags). The key is that this exists on the web interface only which may be the reason it is still being requesting by some. And it only lets you uncheck entire groups of categories

The request, then, would be (1) to add this easy toggle/untoggle functionality for filters in the mobile interfaces and (2) allow users to uncheck single subcategories.

Thanks!

patate1684

I could also be used to filter only transaction that don't have any tag or things of that sort. For that, maybe a new tag filter called "Untagged" could be added