Mark a category as "Savings"
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Mike Kasberg
I contribute a set amount to my IRA every month. I want this transaction to show up as an expense in my Spending Breakdown - I want to see that I'm sending money here every month. But at the same time, I don't want this to count as an expense in the "Period Summary" - I want my "Savings Rate" to reflect how much my net worth is growing over time and I want to track that savings rate on a monthly basis.
I could mark the category as "exclude from totals", but then it won't show up in my Spending Breakdown. And if I don't mark it as "exclude from totals", it shows up in the spending breakdown as I'd like but it's counted as an expense for the savings rate calculation.
One possible solution is the ability to mark the category as "savings" - these categories would show up like an expense in the spending breakdown but not count as an expense (or be tallied separately somehow) in the period summary. There might be other similar solutions that achieve roughly the same thing.
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Arjen
Totally +1 with this feature request. And extending it a bit since I also manage my saving account in Lunch Money. Moving savings from my Cash account is seen as an expense while the addition to my saving accounts is seen as income. This makes checking your saving rate per month a bit hard.
To make it more complex, I also put money into a stock-account.
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Phil Burrows
+100 to this. Without the ability to tag a category as "savings", the savings rate is worthless for my setup (I do essentially the same things Mike does).