Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

brad_bell · October 26

Many times I want to run a report and just exclude a couple categories and/or tags. For me to do this now I need to select all those filters and then exclude the ones I don't want

Coach Kristina · October 26

Hello @brad_bell,

Thank you for coming to the Community to share your feedback! Since there was already a request for this feature, I merged your request with the existing request.

Thank you!

Coach Natalie · October 27

@brad_bell, I found some other Idea posts that may be more along the lines of what you're looking for. Please be sure to add your vote and feedback if so!

https://community.simplifimoney.com/discussion/2415/add-an-option-for-select-all-and-select-none-when-using-filters-edited

https://community.simplifimoney.com/discussion/2745/ability-to-exclude-criteria-in-filters-inverse-filter-criteria-edited

santoshamb · December 4

Please implement this feature. I often want to exclude tags, categories, or transaction types from a sum. Right now there is no way to exclude, so I have to select only that tag, then subtract that sum from the overall sum. Very tedious when looking at a lot of different combinations of tags and categories.

Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

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