Transaction Rules for automatically ignoring/including transactions [edited] (1 Merged Vote)

HSC Member ✭✭
edited January 17 in Feature Requests

I'd like the ability to have rules to automatically include/exclude items from the spending plan. For example, I don't want interest or dividends to count towards my spending plan - those should automatically go towards savings/investments. We can create rules to categorize similar-looking transactions, but not to say that particular categories should always be excluded. This would be really helpful!

57 votes

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  • cb77
    cb77 Member
    Love the Rules feature but I would LOVE one that, when a transaction has a certain payee or certain keyword or something, auto-marks that transaction to be ignored from spending plan and reports. My family uses my personal card for Doordash purchases because it comes with a DashPass feature, but I want to have those transactions ignored. Currently I have to do it manually.
  • jandv
    jandv Member

    I would love this to automatically exclude 401K match from my spending plan! Right now it shows up as income but I don't consider any contributions to retirement accounts as disposable income.

  • Donny633
    Donny633 Member

    Concur. This is a similar request to being able to "bulk" exclude transactions. Why does Simplifi include every single brokerage sale and purchase in my spending plan?! None of these are part of my monthly spending. Fidelity manages these purchases and sales for me with a preset budget that IS a part of my spending plan already! There are literally hundreds of these that I have to manually exclude from my spending plan every month!

  • cdorsi
    cdorsi Member

    The new feature to exclude all investment account transactions doesn't get it quite right. I have some cash management in my investment accounts that earns bank interest that I want to count as income (but not in spending plan) and I have some stocks that pay dividends, which I would also like to include as income. The on bank accounts, I have my HSA (Health Savings Account) listed as a savings account, even though it's a mix of a cash account and an investment account, but I want transactions to purchase or sell a mutual fund to be automatically excluded since they're really just moving money around within the account (but generally only 1 side of the transaction shows up so it looks like an expense or income).

  • Bloms
    Bloms Member

    Being able to automatically link certain categories to certain tags would be useful. As an example, I always tag Healthcare categories to the Tax Related tag. There are many more examples where this would be useful.

  • Please make it so we can bulk hide transactions!

  • elyk808
    elyk808 Unconfirmed, Member

    Yes, please add in some functionality where a category or tag can be automatically excluded from spending plans or reports.

  • +1 for these ideas, we need a bulk way to hide transactions from spending plans!

  • taque
    taque Member

    Yes, please! In Mint I used to use a tag that was tied to exclusion for a credit card whose usage I split between business and personal use. I need a way to easily exclude the majority of transactions from showing up in my personal accounting. I've also been looking for ways to exclude entire accounts, similar to what has been mentioned above.