Money Left Over View
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Alicia
At the month-end summary, it would be helpful to see how much was left over within Checking (or some other designated account). This would help to identify any recurring surplus that could be safely allocated to retirement or other savings.
This is for people like myself who don’t budget 100% of their monthly income, and typically have some percentage surplus every month. I do notice I am maintaining a decent balance in my Checking, but it’s not easy to understand how much of that is truly “floating”
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Olivia
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Hey there, thanks for sharing! You can see the Net Change value each month, which is your Income - Total Spending to see how much you have left in your checking account (what was deposited from income) to transfer to savings or retirement.
This is accessible throughout the month by tapping on the INCOME section in the Dashboard, and you can also see it in the Month in Review each month.