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

LaurenD Member
edited January 5 in Feedback

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.


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