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[Feature] Exclude specific categories from income & expenses summary #1864

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opened 2026-02-28 19:56:37 -06:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-02-28 19:56:37 -06:00
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Originally created by @SimonMayerhofer on GitHub (Feb 15, 2025).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature? (-> maybe)

Pitch: what problem are you trying to solve?

I prefer using the tracking budgeting and have several categories for transactions which are not really an income neither an expense. I think with envelope budgeting it could also work, but I'll explain it with tracking budgeting here.

Category Examples

Expense category: To refund
income category: Refunded
Usage: Each transaction which should be refunded to me will be marked as To refund. E.g. I bought something which I didn't like. Like that I can keep track of how much money is owed to me. The refund transaction gets the income category Refunded.

Expense category: Loan > Given
income category: Loan > Given Refund
Usage: I lend someone money (or pay for a group expense) and mark the (group part) expense as Loan > Given. When I get back the money I mark the transaction as Loan > Given Refund.

If I buy something for e.g. 10.000€ in January and get it refunded in February, my January expenses are -10.000€ and my February income is then at +10.000€, which is not correct, because in reality it was neither an income nor an expense, I just didn't have the money temporary in my account.

Because neither of these categories have an effect of my real income or expenses, because they are just temporary they distort my real expenses/income and I'd like to exclude them under the "Budget" tab here:

Image

Describe your ideal solution to this problem

I'd add a "Exclude from summary|budget" menu item in the category menu:
Image

To add a visual marker for excluded categories, we could add a 🚫 symbol before the category name.

Teaching and learning

  • The menu item should be enough to find it in the UI
  • I think the best example for a use case is the one of refunds/reimbursements and how to handle those. The page in the docs where this topic is covered would be a great place to reference this feature.

I'm happy to help writing the docs and maybe also help code the feature, I just never worked with TypeScript so far, but I'm willing to learn.

Originally created by @SimonMayerhofer on GitHub (Feb 15, 2025). ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? (-> maybe) ### Pitch: what problem are you trying to solve? I prefer using the tracking budgeting and have several categories for transactions which are not really an income neither an expense. I think with envelope budgeting it could also work, but I'll explain it with tracking budgeting here. <details><summary>Category Examples</summary> <p> Expense category: `To refund` income category: `Refunded` Usage: Each transaction which should be refunded to me will be marked as `To refund`. E.g. I bought something which I didn't like. Like that I can keep track of how much money is owed to me. The refund transaction gets the income category `Refunded`. Expense category: `Loan > Given` income category: `Loan > Given Refund` Usage: I lend someone money (or pay for a group expense) and mark the (group part) expense as `Loan > Given`. When I get back the money I mark the transaction as `Loan > Given Refund`. </p> </details> If I buy something for e.g. 10.000€ in January and get it refunded in February, my January expenses are -10.000€ and my February income is then at +10.000€, which is not correct, because in reality it was neither an income nor an expense, I just didn't have the money temporary in my account. Because neither of these categories have an effect of my real income or expenses, because they are just temporary they distort my real expenses/income and I'd like to exclude them under the "Budget" tab here: <img width="400" alt="Image" src="https://github.com/user-attachments/assets/b1396580-7cb2-4560-a4a5-01c81eff5b6a" /> ### Describe your ideal solution to this problem I'd add a "Exclude from summary|budget" menu item in the category menu: <img width="200" alt="Image" src="https://github.com/user-attachments/assets/bc3291e9-4386-456f-b8a7-6af397cd2d71" /> To add a visual marker for excluded categories, we could add a 🚫 symbol before the category name. ### Teaching and learning - The menu item should be enough to find it in the UI - I think the best example for a use case is the one of refunds/reimbursements and how to handle those. The page in the docs where this topic is covered would be a great place to reference this feature. I'm happy to help writing the docs and maybe also help code the feature, I just never worked with TypeScript so far, but I'm willing to learn.
GiteaMirror added the needs votesfeature labels 2026-02-28 19:56:37 -06:00
GiteaMirror commented 2026-02-28 19:56:38 -06:00
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@github-actions[bot] commented on GitHub (Feb 15, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Feb 15, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
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