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Filter or exclude categories and tags from reports

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

3 votes

Filter or exclude categories and tags from reports

It would be useful to be able to exclude specific categories or tags from reports. For example, a user might want to create a report showing only discretionary spending by hiding a “Bills” category, or exclude transactions tagged as “travel” (funded from sinking funds) to get a cleaner view of their regular monthly budget. This could work as an exclude/include filter when building or viewing a report.

Yuval Shuminer shared this idea

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