Month in Review / Year in Review Dashboard
J
Josh Bloom
I like the month in review summary for each month on the transactions page, but I don’t like that you have to scroll through it all to see each month side by side.
- I’d like a dashboard of sorts to be able to quickly see a chart showing spent, income, and over/under budget for the last 6-12 months.
- I’d also love to see a way you could get a total for each of those categories over a span of 6-12 months. Like, what’s the total spent over the last 6-12 months compared to the total income compared to the total over/under budget. That helps me see both trends and whether everything is adding up.
O
Olivia
Merged in a post:
Monthly and 3 month overview
E
Eric
Love the app, I just subscribed and the spending rules and categorization are amazing.
I attached a screenshot from another app that I’m moving from that I can’t find in this app. I’d like to see how much I’m saving each month (income - expenses), the category breakdown, and quickly compare months.
In order to do this in your app today, you have to scroll all the way down in the transactions view to find the month overview for past months.
O
Olivia
Merged in a post:
Set place for “Year in Reviews”
T
Timothy
Not having to scroll extensively in “Transactions” to see older year in reviews.
O
Olivia
Hey Timothy, thank you for creating this feature request! In the meantime, as a workaround, you can use the filters on the Transaction tab to filter by a previous December to jump to the Year in Reviews.
O
Olivia
Merged in a post:
Month in Review 6-12 Month Summary
J
Josh
I like the month in review summary for each month on the transactions page, but I don’t like that you have to scroll through it all to see each month side by side. I’d like a dashboard of sorts to be able to quickly see a chart showing spent, income, and over/under budget for the last 6-12 months. I’d also love to see a way you could get a total for each of those categories over a span of 6-12 months. Like, what’s the total spent over the last 6-12 months compared to the total income compared to the total over/under budget. That helps me see both trends and whether everything is adding up.
O
Olivia
I would rather know “take home income” (Net Change) as opposed to “under budget” which is what we currently see in the 3rd figure on the Month in Review card. Perhaps there could be a setting that would allow you to view one or the other, or this value could be prioritized in the Month in Review dashboard?