Add Tags and Exclude from Reports/Spending Plan to Category Creation and Payee Rules

LaurenD

I have certain expenses that I don't want included in my reports, and I've created a separate category for these as well as several relevant tags. However, I have to manually click on each transaction and select "exclude from reports, exclude from spending plan," and add my tags. I would love to see the ability to select tags and whether or not to exclude from reports, spending plan or both in the category creation section (where right now you can only select expense or income) AND in the payee rule section (where right now you can only select default category). Both would be great, but the payee rule one would be the most important to add.

Thanks for considering.

Coach Natalie

@LaurenD, thanks for posting!

I went ahead and moved this out of Feature Requests, as both of these items have already been requested. You'll want to go ahead and add your vote and feedback to the following posts:

https://community.simplifimoney.com/discussion/104/transaction-rules-for-tags-edited-2-merged-votes

https://community.simplifimoney.com/discussion/938/transaction-rules-for-automatically-ignoring-including-transactions-edited-1-merged-vote

I hope this helps!

-Coach Natalie