Exclude from summary general rule

Feedback & Ideas
1

I often move money around different accounts but use Monzo as the central pivot. So if i send £500 to my legacy account, which is where my mortgage Is (the one DD and product I have left with them), then it shows as spend in summary. I can manually exclude from summary but it gets a bit tiresome.

What I would like to do is say “anything in the finances category is excluded from summary by default”.

My wealth is net-neutral when i move money from monzo to legacy. Another example is when i buy premium bonds - i dont want to count it as spending because my financial position is net neutral. i could move it back if I wanted. I guess the difference is that its a balance sheet change rather than a PNL change.

2

I know you can exclude the individual payment by clicking on it and selecting a ‘Exclude from Summary’, but it would be a good idea for a certain payment to always be excluded. I’m the same way when I buy Premium Bonds.

3

I just want to be able to exclude a standing order from my summary as it isn’t relevant until my rent goes out. It’s annoying because it always says I have £0 left to spend which isn’t true. Really need that extra layer of flexibility with the summary section.

4

An “Exclude from Summary” IFTTT action would solve these issues.

For example
IF in finance category THEN exclude from Summary.