Properties for tags (like Categories)
Jen
Allow tags to exclude transactions from budget or total or be treated as income the same way Categories work
Log In
T
Timothy Carter
I see this request has been around a while. It would be really helpful if we could exclude tags from budgets and totals just like categories. Hope this can happen soon.
Jen
Merged in a post:
Reimbursable Tag
R
Reggie Azevedo
If we're able to set a tag as "reimbursable" and any transactions we add that tag to would be removed from the budget/total - that would help when we spend a lot monthly on items we're reimbursed from businesses on.
Categories is a temporary workaround, but I can only have 1 category for the item, instead of multiple (whereas having a category and multiple tags would help.)
B
Ben
Just want to also throw my support in. Would love to be able to create rules around tags. If I give a transaction a tag titled Reimbursable, it would be great for that to be excluded from totals. This would be a major enhancement as right now I have to assign the transaction to a catch-all category for reimbursements, rather than it’s actual category with just a reimbursement tag.
P
Priscilla
Same request as many others -- I use tags to mark which expenses were shared with friends, expensed for work, etc. I would like these expenses not to show from budget or totals.
R
Rohan
If we can exclude specific tags from the budget/total, that would probably be the most flexible
J
Jared Lapkovsky
Having the ability to ignore expenses marked as reimbursable (think travel and meals for a sales rep) in monthly budgets and trends would be really useful.
Jen
Merged in a post:
Exclude tags from total
C
Charlie
I have a checking account for my business where I use a tag "shareholder account" indicating business expenses I paid from my personal account. I want them in there for an overview of the total amount of business expense I made, but I don't want them to be counted as a financial transaction, because the transaction happened via my personal account. Otherwise, the same expense would be credited twice.
So it would be great if we could to the same as for categories and exclude these tags from the totals.
T
TJ
this is a big one for me too. I would love to exclude tagged transactions from my budget, especially when I am waiting for people to pay me back for something
J
John Feminella
Yes, this is a big one for me. Without this I need to duplicate categories (e.g. "business meals" vs. "personal meals", instead of one category called "meals" and one tag called "business").
B
Becca
I hope this would also mean we could link the reimbursable transactions to the reimbursements. That would be great :)
Load More
→