Exclude "exclude from totals" and recurring in Monthly Summary email
t
teresa yeung
In the Monthly Summary email, the stats include internal transfer transactions and credit card payments, as well as recurring items. This can clutter up sections like "Top merchants by spend", "Top categories by spend", and "Most expensive purchases".
Similar to the toggles on the Stats page, it would be great to add a preference option on the Settings page for including or excluding those transactions.
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J
Jonathan Lovelace
I agree that internal transfers and anything else that's marked "exclude from totals" should be excluded. For recurring, maybe have separate "Top/Most expensive" and "Top/Most expensive non-recurring" sections?