The new budget exclusion feature does not correctly update budget

The new budget exclusion feature for individual transactions is a great addition, but I’ve noticed it might not be working 100% as expected.

To explain:

I use this feature to set up a budget category called “Investment Expense,” where I track investment-related transfers. I don’t want these transactions to appear in statistics, but I do want them included for budgeting purposes. So, I toggle these transfer expenses to be tracked for the budget only.

However, I’ve noticed that by default, these expenses aren’t included unless I enable the “Book all transactions” option from personalization. When I do enable it, the transactions are correctly tracked in the budget—but the balance chart then becomes inaccurate, as it includes all reconciliation transactions, even those that are excluded from both statistics and the budget.

If it is by design, it can be skipped.

Thank you for developing this amazing app. I did the switch recently.