Add a Filter for "Untagged" (edited)
Can you add the ability to filter by "Untagged"?
Currently, the only way to do this is to add a dummy tag and apply it to all transactions, but I need to constantly do this.
I tag all my business expenses and want o exclude them from reports, but you cannot just exclude a single tag from a report, you can only add fiilters. so I'd like to filter my transactions to remove all business ones by filtering by untagged
Can we add an option to the below dialog to filter by untagged?
Comments
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+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.
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+1 - I too need this. Very similar to "Reviewed" but under my control. A few options...
1. Give me the ability to turn off "Reviewed" automation.
2. Give me the ability to assign a tag for each new transaction.
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I voted for it because it seems reasonable, but in 3 years i was only the 7th vote, so i'm not counting on this getting priority.
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Rob Wilkens0 -
I’m not sure how useful this would be as a filter for reports, or at least I’d need more clarification. One can use categories to include or exclude certain expenses or categories of expenses from reports.
In the case of business related expenses one could create a Business Expense category and leave it unchecked for personal spending reports and include it for business expense reports. The same with Vacation expenses. You can create tags to use within these categories if you want to see how expenses within a category are broken down.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
I normally only put tags out one-off items. It would be very helpful to be able to filter spending by transactions that have no tags, as you can in quicken classic
Thank you!!
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I accidentally deleted a tag this morning that I use heavily (I was deleting tags because Simplifi has some sort of auto-tag-generation functionality that I find just clutters things up).
It would be really nice to add the ability to filter transactions based on the absence of a tag, category, or flag.
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye
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We also have a request for an "Untagged" filter specifically: [removed link to merged thread]
-Coach Natalie
-Coach Natalie
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Thatis what I wanted! Please merge this with that thread
Anthony Bopp
Simplifi User Since July 2022Money talks. But all my paycheck ever says is goodbye
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While this request is being reviewed for implementation, one can view untagged transactions under reports for Spending or Income. Use breakdown by tag.
Click on Untagged and the transactions without a tag are listed on the transaction activity below the report.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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This was a feature I used on Mint - I would love to see it over here!
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I use tags to keep track of unusual or one-off expenses that i do not expect in my yearly expense run rate.
When I report on category, i want to be able to see all my expenses excluding these tagged items.
Is it possible to add an "Untagged" filter in Reports/Filter/Tags screen?
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Could there be an "Untagged" filter in this screen?
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