Due to the differing ways things are included and excluded from the calculations, there is a difference between what my monthly budget is saying and what my target is saying (ei. One using committed spending and the exclusion toggle, the other using excluded categories). I find both really useful features in their own right but, unless I’m missing something, I find it weird that they don’t tell me the same thing about my spending habits.
You can post your thoughts in here.
When you say budgets v targets do you mean summary v targets?
I have the same problem and it is really annoying that Trends will not exclude an individual spend that you have said you want to exclude if it is within a category that Trends includes.
My current solution is to move all individually excluded items to same excluded category…but it’s not ideal.
(The reason I excluded a single item within an included category was because it will be reimbursed by a 3rd party).
The real discrepancy is Trends claims I have more money left to spend than I really have because it doesn’t take into account all the rounding that has happened
So, I’m thinking that the need here is to be able to exclude individual transactions like you can do in summary.
Is that something the team considered @RoreEricaOkoh @avb ?
Also I changed the title since that’s what this seems to relate to