Properties for tags (like Categories)
Jen from Lunch Money
Allow tags to exclude transactions from budget or total or be treated as income the same way Categories work
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Ben
I'm also here looking for a solution to untangle my reimbursable work expenses from my personal budgeting. An "exclude from budget" toggle on tags would solve this.
The KB mentions tags being great for "tracking transactions associated with a specific event, a trip or a particular project." But presumably, the whole reason you'd want to tag the event/trip/project transactions is so that they don't affect your regular day-to-day budgeting!
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teresa yeung
There's a way to exclude certain categories from the budget totals but not tags! In my situation, I got an insurance payout that is to be used to replace a variety of things in different expense categories. I would like to continue categorizing those transactions in their expense categories with this tag, but it's not necessary to include these transactions in my budget since I got reimbursed for them. The problem I'm getting is that my expenses look way higher than they actually are [and income is way higher in the month that I received the payout]
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Dmitriy Alergant
Yes, please! Currently had to create categories "Reimbursible" and "Large purchase, ignore" [like home renovation project] to hide them from the totals. This would be much neater done via tags. Mint allowed hiding by tags.
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chiming in to add i would love this feature! i want to be able to categorize items accurately, but within a category, some transactions may need to be included in the budget/totals and others may not. adding the "do not include in budget/totals" property to the tag feature would solve this problem for me as i could then tag the appropriate transactions that i don't want to see without changing their category.
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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 from Lunch Money
Merged in a post:
Reimbursable Tag
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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.)
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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.
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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.
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Rohan
If we can exclude specific tags from the budget/total, that would probably be the most flexible
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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.
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