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Add "Include in Summary" Flag to Filter Expenses from Totals

Open coffeemesh opened this issue 5 months ago • 2 comments

Is your feature request related to a problem? Please describe.
Currently, the Home tab displays three aggregate values (daily, monthly, yearly) summing all defined recurring expenses. There’s no way to opt out specific expenses or one-off payments from these totals, which makes the overview less accurate when you want to focus on a custom subset of items.

Describe the solution you’d like
Add a persistent “Include in totals” field in the expense entry. When this flag is off, that expense would be excluded from the Home summary calculations. Implementation sketch:

  • Extend the Expense data class with a Boolean includeInSummary field (default true)
  • Update the Room schema and DAO queries to filter on includeInSummary == true
  • Expose the toggle in the UI (e.g. in the expense detail screen or long-press menu in the list)
  • HomeViewModel’s sum functions would automatically respect the new flag when computing daily/monthly/yearly totals

Describe alternatives you’ve considered, if any

  • Manually tagging unwanted expenses in a separate category and mentally subtracting them
  • Deleting and re-adding expenses to approximate a custom total, which is error-prone and cumbersome

Additional context

  • You’ll need to migrate the database to add the new column and update all DAO methods accordingly
  • This feature aligns with the app’s goal of flexible, user-driven reporting

coffeemesh avatar Sep 08 '25 20:09 coffeemesh

Hi @DennisBauer , I might also try to implement this myself, since I wanted to try out some mobile development. Let me know what you think

coffeemesh avatar Sep 08 '25 20:09 coffeemesh

@coffeemesh thanks for bringing this up. I never considered that there might be expenses which someone does not want to see in the overview, but I agree with you having the option is fine, just making it true by default. The feature request is similar to #542 in which you can also see the sum of a subset, but it is more meant for a quick temporary filter. Feel free to submit a PR if you like, looking forward to that.

DennisBauer avatar Sep 10 '25 19:09 DennisBauer