Savings goal feature

See YTD totals for Spending and Income throughout total spending, income, and individual category views. Additional timeframes to include: Quarterly, semi annual, and Year to Year

Add Income vs. Expenses, cash flow graph view.

Not Manual but fully integrated.

Hey, I set up a rule in error. How do you change those? Might be helpful for New Users to make this edit process more apparent somewhere! Thanks for all you do

I would like to see how much i spent on a trip so would like a specific tag that is in addition to the default categories

Ability to project future account balances/net worth based on scheduled debits/credits Perhaps as an extension of the current net worth linear line, but in a different color. If you want to get fancy have it setup as a separate “future month in review” schematic that details all anticipated payments & internal/external transfers along with an associated projected net worth. Useful for thinking long term so as to project when you can feasibly make major purchase, eg sell/buy house. But in a more data driven manner rather than just guessing “well maybe in 6months or a year” 🤷‍♂️

The graphs of spending over time is great, but I would also love if Copilot told me the average amount I spend in a given category over the last few months. This feature would help me determine if my budget isn’t realistic or if I need to pull in my spending on average.