@Fabian any updates or plans for this topic? This would be very helpful to show the real available budget, excluding any blocked budgets (e.g. a banking account that only gets money removed from once a year, but I put money monthly into it) or savings accounts.
Fabian
Team•
Jun 14, 2024
@Dennis Otto What exactly do you mean by "exclude some banking accounts from my total balance"? Do you want the income and expenses to no longer affect the balance chart displayed on the overview page? If yes: This is already possible by filtering the accounts on the overview page (via the "..." menu button at the top right). The corresponding accounts will then no longer appear in the overview page widgets, such as charts.
Dennis Otto
•
Jun 14, 2024
Yes, using the filter has the intended effect I am looking for, but the filter has some unwanted side effects that I don‘t want to have.
If I use the filter option to exclude some banking accounts, the excluded banking accounts will not appear in the in the price graph and total balance (highlighted in red in the screenshot), but they will also not appear in the list of all banking accounts (highlighted in green in the screenshot).
It would be a great feature in my option to be able to just remove a banking account balance from the red balance number while keeping them visible in the green area.
In my example I would exclude the Revolut Pocket Banking accounts as the balance in them is already blocked for future payments that e.g. only happen once a year to only see my “available, ready to spend” money amount in the red box.
Dennis Otto
•
Jun 17, 2024
@Fabian I hope that my screenshot and the explanation are clearing things up here :)
Dennis Otto
•
Jul 1, 2024
@Fabian Did you understand what I am trying to achieve? Are there any updates?
Fabian
Team•
Jul 2, 2024
Hi @Dennis Otto, yes, I understand what you mean. At the moment, however, I get the data in the distribution widget directly from the chart widget so that I don't have to calculate it multiple times.
Another thing I could think of would be to turn the "Sort" button for the accounts into a "More" button where you can choose in a menu whether you want to sort the data (as it is today) or display a list of all accounts. The latter would then display a further view where all accounts including the account balance would be displayed where you can then see the transactions of the respective account. Would that help you or do you have any other ideas? :)
Otherwise, as a workaround, you can already view the list of accounts in the settings, including their current balances and transactions.
jkolinek-dev
•
Jan 3, 2025
not OP, but came looking for a similar feature. I think the current filter option is good, but would like a “saved view” to quickly sort thru the list.
My preferred setup is to have Credit Cards and checking accounts in the balance totals only. Savings accounts are filtered out.
Would be great to have another view of just my savings accounts, with configuration set to see my savings rates.
DrRogla
•
Apr 5, 2025
Fabian this would be really a great feature where you just select a checkbox or something on the account to be excluded from totals or not. Why is this a good point, because for example:
added 3 account
2 of them are normal bank accounts (here I want to see the totals etc..)
1 of them is a saving account (for this I don’t want to be included in totals or in the reports)
Why? Now the app includes all 3 accounts and sums the balance etc…But this can be tricky or it really depends what the user wants to see. If I talk about myself its making the balance etc..a complete nonsense because I was used to not included savings account into it. So please take a look once more :) otherwise the app, UI feels really great <3
Bryan Bohorquez
•
Apr 11, 2025
It would be nice to be able to choose which accounts are included in my assets and which are not.
I don't want my total assets to include, for example, credit cards or a loan account I have, since I don't have that money on me.
Could you add a button to toggle this account on or off from my total assets?
In other apps I used before, it was simply called "show in total assets."
I don’t like having my credit cards included in my total net worth. Could you please add an option to exclude certain accounts from the total net worth?
ZufälligerNutzername21
•
Oct 3
It would also be nice to have the ability to hide an account from the Account Balances graph.
Users should be able to manually select specific accounts to include in a custom total, rather than the current system which totals all assets regardless of hidden accounts.
On the account page, it would be greate to exclude a specific account from the total balance. Why?
Because when I add a transaction for the stock market (if it have been up or down in the end of every month), I do a transaction from or to the stock account from or to the fake account (so this isn’t handled as a income or cost). So far so good. But this fake account is still added to the total balance. If we could exclude this, then you can track you stocks return in an easy way.
Could you please allow filtering of which accounts to display in my total assets? I'd like to remove some, like credit cards, so they don't appear in my total assets on the home page. Thank you very much. It's something I use a lot and had in another app, and I think it's very useful for other people too. Thank you.
Do not show the balance of some accounts in the total assets
Is it possible that in the total value of my assets, the total sum of all my accounts, I can control whether or not to show some accounts? For example, credit cards shouldn't appear there; it's not additional money that I have available, it's more of a loan. But I suppose others will want to see it in their total. I would like there to be an option to select whether or not to show the total of all my accounts, please.
Bryan Bohorquez
•
Apr 11, 2025
I don't know if I explained myself well enough. The feature I'd like to see is the ability to choose which accounts are included in my assets and which aren't. I don't want my total assets to include, for example, credit cards or a loan account I created, since I don't have that money on me. Could you add a button to enable or disable this account from my total assets?
In other apps I used before, it was simply called "show in total assets."
Manually Select the accounts which need to include in Total
Please Bring the feature to manually select the accounts which need to see on the main page and total amount. This could be very useful to keep away the investments and some other accounts hidden.
Eg in the app which i was using earlier this feature was there the app name is “Money Manager “. This is a very needed feature.
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Comments23
Dennis Otto
Jun 11, 2024
@Fabian any updates or plans for this topic? This would be very helpful to show the real available budget, excluding any blocked budgets (e.g. a banking account that only gets money removed from once a year, but I put money monthly into it) or savings accounts.
Fabian
Jun 14, 2024
@Dennis Otto What exactly do you mean by "exclude some banking accounts from my total balance"? Do you want the income and expenses to no longer affect the balance chart displayed on the overview page? If yes: This is already possible by filtering the accounts on the overview page (via the "..." menu button at the top right). The corresponding accounts will then no longer appear in the overview page widgets, such as charts.
Dennis Otto
Jun 14, 2024
Yes, using the filter has the intended effect I am looking for, but the filter has some unwanted side effects that I don‘t want to have.
If I use the filter option to exclude some banking accounts, the excluded banking accounts will not appear in the in the price graph and total balance (highlighted in red in the screenshot), but they will also not appear in the list of all banking accounts (highlighted in green in the screenshot).
It would be a great feature in my option to be able to just remove a banking account balance from the red balance number while keeping them visible in the green area.
In my example I would exclude the Revolut Pocket Banking accounts as the balance in them is already blocked for future payments that e.g. only happen once a year to only see my “available, ready to spend” money amount in the red box.
Dennis Otto
Jun 17, 2024
@Fabian I hope that my screenshot and the explanation are clearing things up here :)
Dennis Otto
Jul 1, 2024
@Fabian Did you understand what I am trying to achieve? Are there any updates?
Fabian
Jul 2, 2024
Hi @Dennis Otto,
yes, I understand what you mean. At the moment, however, I get the data in the distribution widget directly from the chart widget so that I don't have to calculate it multiple times.
Another thing I could think of would be to turn the "Sort" button for the accounts into a "More" button where you can choose in a menu whether you want to sort the data (as it is today) or display a list of all accounts. The latter would then display a further view where all accounts including the account balance would be displayed where you can then see the transactions of the respective account. Would that help you or do you have any other ideas? :)
Otherwise, as a workaround, you can already view the list of accounts in the settings, including their current balances and transactions.
jkolinek-dev
Jan 3, 2025
not OP, but came looking for a similar feature. I think the current filter option is good, but would like a “saved view” to quickly sort thru the list.
My preferred setup is to have Credit Cards and checking accounts in the balance totals only. Savings accounts are filtered out.
Would be great to have another view of just my savings accounts, with configuration set to see my savings rates.
DrRogla
Apr 5, 2025
Fabian this would be really a great feature where you just select a checkbox or something on the account to be excluded from totals or not. Why is this a good point, because for example:
added 3 account
2 of them are normal bank accounts (here I want to see the totals etc..)
1 of them is a saving account (for this I don’t want to be included in totals or in the reports)
Why? Now the app includes all 3 accounts and sums the balance etc…But this can be tricky or it really depends what the user wants to see. If I talk about myself its making the balance etc..a complete nonsense because I was used to not included savings account into it. So please take a look once more :) otherwise the app, UI feels really great <3
Bryan Bohorquez
Apr 11, 2025
It would be nice to be able to choose which accounts are included in my assets and which are not.
I don't want my total assets to include, for example, credit cards or a loan account I have, since I don't have that money on me.
Could you add a button to toggle this account on or off from my total assets?
In other apps I used before, it was simply called "show in total assets."
Santiago Garcia
Oct 29
•Merged request
•3 votes
Exclude accounts from net worth
I don’t like having my credit cards included in my total net worth. Could you please add an option to exclude certain accounts from the total net worth?
ZufälligerNutzername21
Oct 3
It would also be nice to have the ability to hide an account from the Account Balances graph.
Homero Zambrano
Oct 29
•Merged request
•1 vote
Remove credit balance from assets
It would be nice to be able to choose if we want the credit card balance to appear in our assets or not
Scarlet Custard
Oct 29
•Merged request
•5 votes
Manually select accounts for custom total
Jardani Jovonovich
Oct 22, 2025
Yes very needed feature
Andreas Heverius
Oct 29
•Merged request
•3 votes
Exclude account from balance
On the account page, it would be greate to exclude a specific account from the total balance. Why?
Because when I add a transaction for the stock market (if it have been up or down in the end of every month), I do a transaction from or to the stock account from or to the fake account (so this isn’t handled as a income or cost). So far so good. But this fake account is still added to the total balance. If we could exclude this, then you can track you stocks return in an easy way.
osama
Jun 26, 2025
https://apps.apple.com/app/id6447585690
Try using this app for investment related stuff
Bryan Bohorquez
Oct 29
•Merged request
•1 vote
Asset filter please
Could you please allow filtering of which accounts to display in my total assets? I'd like to remove some, like credit cards, so they don't appear in my total assets on the home page. Thank you very much. It's something I use a lot and had in another app, and I think it's very useful for other people too. Thank you.
Bryan Bohorquez
Oct 29
•Merged request
•5 votes
Do not show the balance of some accounts in the total assets
Is it possible that in the total value of my assets, the total sum of all my accounts, I can control whether or not to show some accounts? For example, credit cards shouldn't appear there; it's not additional money that I have available, it's more of a loan. But I suppose others will want to see it in their total. I would like there to be an option to select whether or not to show the total of all my accounts, please.
Bryan Bohorquez
Apr 11, 2025
I don't know if I explained myself well enough. The feature I'd like to see is the ability to choose which accounts are included in my assets and which aren't. I don't want my total assets to include, for example, credit cards or a loan account I created, since I don't have that money on me. Could you add a button to enable or disable this account from my total assets?
In other apps I used before, it was simply called "show in total assets."
Jardani Jovonovich
Oct 29
•Merged request
•2 votes
Manually Select the accounts which need to include in Total
Please Bring the feature to manually select the accounts which need to see on the main page and total amount. This could be very useful to keep away the investments and some other accounts hidden.
Eg in the app which i was using earlier this feature was there the app name is “Money Manager “. This is a very needed feature.