Feature Requests

Is there no way to look at a given month or time frame to see how much we spent for each budget historically? Would be great to be able to see specifically our spending habits in the past to gain insight! Seems like the budget tool can only be used for the current month and then goes away?

Hi-I am wondering if it would be possible to make the trailing twelve months of historical data shown on the budgets tab go back more more month to include the current month from the prior year. In other words, it is February 2022 now and it would be nice to be able to compare that to February 2021 since some seasonal fluctuations would be similar. Right now the earliest back mine shows is March 2021. Thanks for the consideration!

Would be great to see support for importing transactions via csv or something like that. Some cards/accounts (mainly Apple Card) don’t support plaid, but might offer standardized exports or something similar.

Including a toggle for each type would be helpful too. Helps me to turn on/off certain account types to see net worth, investment performance, trend of my liquid assets, etc

See income alongside budgets so you can see what you have leftover to save

I would love the ability to organize income under certain categories. My roommates pay me for rent/ utilities and I would like to mark those under that category. This could also be useful for when you split the bill at dinner and people pay you back.

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

Crest a widget for transactions to review would be a valuable widget. Sort of like an email inbox telling you that you have new items to review.

I think you can only see these by category today / account today, but not yet by total. That would be very helpful to see!

Would be nice to have a widget for the total net worth trend