Mark Category as Excluded

Feedback & Ideas
1

Sorry if this has already been requested - I can’t find it as a topic on search!

I would really like to mark whole categories as excluded so they don’t throw off my budget for a certain period.

2 examples:

  1. Holiday spending
  2. Work expenses for which I will be reimbursed

For both of these I would like to see the total spent for each category (so cannot just lump them in with all excluded) but still want to be able to view at a glance how I am doing with my monthly total budget without them.

Hopefully something that can be considered as at the moment I am having to manually calculate my monthly budget after subtracting these categories from what Emma shows.

I know Emma is anti-toggle so perhaps the best way to introduce this would be via a shortcut in the Emma pro menu (how I already access most pro features) - ‘mark category as excluded’ then just select which ones from the normal category view.

Thanks!

2

Hey @tom11,

just wanted to let you know this is part of the roadmap. :slight_smile:

It’s a bit of a simple feature on the frontend, but complex behind the scenes (there is lots to change), but we are committed to release it this year.

3

Great - thanks edoardo!

4

Will there be a feature to mark a whole category as excluded from the Budget Actuals feature but keep the category and amounts showing in Analytics. Reason is when I make a one-off large purchase (say for “Holiday”) I don’t have a monthly budget set aside so I’d like to not show it against budgets but when I go to Analytics I’d like to see the amounts against a “Holiday” category so I still know how much I’ve spent. Thoughts?

5

I would find that useful too. Almost like a subcategory.

Shame it didn’t get pushed back in 2022 (unless I’ve missed how to do it, in which case sorry!)

6

This is still something we’re working on. I’ll let you know when we have more updates!

1 Like
7

Is this deliverable still upcoming?

It would be cool if testflight could be enrolled again and these features could me used.

or a toggle in the app like “monzo labs” - that way you can opt in/out of beta features.

8

Hey @mrchrisbrogan,

our TestFlight is public: Join the Emma - Budget Planner Tracker beta - TestFlight - Apple

For the feature, we are still in the exploration phase.

9

I know this is still in the trial phase, but would you consider not including the ‘other categories’ spending visible in the total spending on the budgeting tab (i.e excluding other categories and only including budgeted categories)? And showing other category spending elsewhere or on the side?

It’s just if you set up budgets for things like groceries, shopping etc but then have occassional spending like annual bills or big purchases / investments it just completely throws off the total monthly budget…

1 Like
10

I’ve taken to amending the budget to match those big spends. Not practical though IMO, but a work around

11

I think mark category as excluded is still on the table; we just need to figure out how it fits in the whole product.

I’ve seen people fixing this case in many ways; for example, by splitting the transaction in 12 and changing the date. Another way which will soon be possible is via Rolling Budgets, we are going to enable Overspending, so everything should self-adjust throughout the year.