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[FEATURE] Exclude a transaction from monthly report

Open User670 opened this issue 1 year ago • 2 comments

Please confirm the following:

  • [X] I've checked the current issues for duplicate issues.
  • [X] I've requested a single (only one) feature/change in this issue. It complies with the One Request Per GitHub Issue (ORPGI) rule.
  • [X] My issue is well-defined and describes how it should be implemented from UI/UX perspective.

What do you want to be added or improved?

Ability to exclude a transaction from monthly report.

Why do you need it?

When I start using the app and add my initial balances for my accounts, the amount gets counted as income for the day I added the accounts, which gets added to the month's total income, making the number inaccurate for the month.

example: I already have $5000 in my bank, so I added an initial balance of $5000. Then I received $1000 in salary. I have a total of $1000 income this month, but the app shows that my income this month is $6000 instead.

How do you imagine it?

Have some option on each transaction, or a tag that can be configured as such, to exclude that transaction from monthly report/summary. Also, when adding an account in the onboarding setup wizard, its initial "adjust balance" transaction is automatically set with this option. (idk if it's a good idea to auto exclude new initial balance for accounts added when I'm already using the app.)

User670 avatar Jul 20 '24 04:07 User670

Thank you @User670 for raising Issue #3353! 🚀 What's next? Read our Contribution Guidelines 📚.

Tagging @ILIYANGERMANOV for review & approval 👀

ivywallet avatar Jul 20 '24 04:07 ivywallet

@User670 You can already have this functionality by removing transactions with certain Keywords. You could just write a certain word in the description of the $5000 transaction and it would be excluded from the monthly report. Would this be a good enough alternative?

paulolima18 avatar Sep 07 '24 13:09 paulolima18