See YTD totals for Spending
complete
O
Olivia
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
O
Olivia
complete
Thanks for all the feedback! YTD totals for spending are now available for overall spend and category level spend in the Mac and iOS apps.
Learn more here: https://intercom.help/copilotmoney/en/articles/6918427-understanding-key-metrics
O
Olivia
Merged in a post:
Single view of annual/monthly totals
C
Christine
To do this I need to scroll through every month of each category which is very cumbersome.
I would like a single snapshot of historical data without having to do this manually.
A visualization or table view would be very nice and easy to see which months have spikey spending and which don’t.
S
Sarah
Merged in a post:
Filter transactions by year
K
Kevin
I was searching through my transactions for Amazon and I l see that it adds up each month which I like, but then I wanted to see how much I spent on it all year. It would be cool for it to show like this year to date or in 2020 and add up all the transactions you searched for and give you the total you spent on it
S
Sarah
Merged in a post:
Report Spending YTD and Year to Year View
B
Beth
Quarterly, semi annual, YTD or Year to Year would be much appreciated!!