[Feature] Exclude specific categories from income & expenses summary

[SimonMayerhofer]

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:

Describe your ideal solution to this problem

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

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.

[github-actions]

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