Yes!

Ditto. I’d also like to add last 12 months in a rolling basis.

Yes to more in depth reporting using filters and custom date ranges. Monthly and yearly totals are insufficient

To expand on this, I would love deeper reporting / trend analysis capabilities that allow quick selection of some commonly used lookback periods: YTD, Last Month, Last Quarter, Last 6 Months, Last Year, Last 13 Months, All Time, and Custom Date Range.

Additionally, adding a Compare option that grabs data for Same Period Last Year / Previous Year to see activity side-by-side would also be very helpful to quickly identify patterns, trends and anomalies to might warrant further exploration.

The screenshots below are from Mint & Simplifi, and also included transaction data below the charts; both services do a commendable job providing reporting and trend analysis tools. I moved to Simplifi from Mint a few years ago, but their product remains incredibly buggy, slow, and frustrating to use.

I badly want to switch to Copilot — especially after release of the new macOS app(!) — but the current lack of reporting / trend analysis options prevents me from making the switch since it this remains a major roadblock in our family's year-end finances review process.

Same. For Tax purposes I’m still having to use a free app to get this info : Mint.com

(Like someone else said hard to justify paying for an app when a free one does more…)

Please make this happen! :)

YTD so important!!! The monthly doesn’t matter much but want to see how I’m tracking for the year.

Would like to be able to do this by account as well (i.e. what have I spent on clothing for the year vs spouse).

Would also be interest in setting a custom time frame, if I want to start my financial year in April not Jan

Feel like the quickest way to get to this is the annual report but make it accessible through the current year.