Month in Review / Year in Review Dashboard
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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.
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Dalton
This is great, but even better would be to be able to select ANY given time frame (not just calendar-based months) and any income/expense category and get totals and trend charts.
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Jiaowen
Would love to see summary view (year to date) broken by tier 1 categories. Mint had that and that helped me a lot in terms of tracking my expense per category, understanding how much money I am spending in each category and how much more I will spend the rest of the year
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Michael Harad
Latest 12 months reporting would be a huge improvement. In other words, given month to month variations, how much have I spent this past year (past 12 months). Any one month has too much variation.
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Clayton Parker
I agree this would be very helpful. It is not intuitive to scroll month by month or year by year to access all of the summaries generated.
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Krystal
Adding on to this, it would be awesome to see the breakdown per month/quarter/year in a pie chart form. So for example seeing what percentage of your spending is coming from from which buckets. IE 50% of spending is on rent 30% on groceries 20%transportation etc. i think this would be so extremely helpful to see visually and i believe use.oirgin has this functionality on the app
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Jessica
Love to see it in a quarterly and annual graphs and trends. But adding that I’d love a PROJECTION to it too. So if you can project the next 6-12 months of spend that you need vs income.
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Noah
This would be great. I agree with others that monthly breakdowns are less useful because some months are lumpy, but having a quarter/half/annual view would be really intersting to understand spending.
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Chris
Definitely want this! I don't really care about 1 month - lots of lumpy expenses (insurance, a single vacation) and just noise. But a whole year will show the real trends. Please add this!
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Christopher
It would be great to be able to share a monthly report with my wife. I manage our shared finances and I’d like something to share with her that shows which budgets over and underperformed. Thanks!!
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Shucen
Can’t agree more. Really want to see a separate tab I can sort the chart by monthly yearly for both income and expenses. Because sometimes I not only want to compare this month to last month, I might want to compare this month or this YTD to any prior period.
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