Income vs. Expenses / Cash Flow Graph
in progress
J
Julia Selk
Anyone have more news on when this will be released? I’m not sure how much longer I can wait 🙏
Z
Zack
Would also like to see what percentage of my total income that I am saving month to month.
D
Daniel Rasch
I hope to see "net income" by month, like Mint and Simplifi did:
![](https://canny.io/images/dd6a3150ebb13806895fe6a6324f61c6.jpg)
L
Liam
Daniel Rasch there already is such a feature in the income tab
D
Daniel Rasch
Liam The current version of Copilot does not provide a list of numerical values for net income for each month. Look how much less useful this is than my screenshot from Simplifi:
![](https://canny.io/images/5640f65ea483ae30756274f7d38a67c5.jpeg)
![](https://canny.io/images/1d1db0569ae0af74951175b5e553b43e.png)
B
Ben
There really needs to be a whole tab dedicated to income. Not relegated to the side as if you're diving into transaction data. It feels like I'm having to squint to see one of the most important acpects of my finances: my income.
There should be a full page dashboard dedicated to income, cash flow, historic income data, income vs expenses, Net Change every month, etc.
Graph View, different views etc. Be able to categorize income and see that in pie charts, etc.
Mint really was good at this, as well as all the "Trends" data and being able to search that within graph view, transaction view, etc.
L
Luis
Can we get a breakdown in the cash flow section? Income, deductions, and expenses.
J
Jacob Pooler
As some others have said, my main concern is making sure I transfer enough money into my checking account each month to be sure I can cover all my upcoming expenses. Individual expenses charged to a credit card are not important to me becaues they do not immediately impact my checking account balance. What I care about is the credit card bill due this month. Of course I do want to categorize all the credit card charges, but I don't need to budget based on those charges. I need to budget based on this month's credit card bill and any other upcoming bills and expenses (recurring or one-off) this month. Quicken does this automatically with the Bills feature so it automatically updates your current statement amount and other bill amounts that are not the same every month. Then you can look at your checking account tranactions page and see the balance after each transaction including futute transactions and balances to be sure you are not going to get overdrawn. Please do something like that—so easy to use.
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EDIT: After playing around a little more, I see that it is possible to manually add transactions in the future. So all we need now is a new column for the balance and for the upcoming recurring transactions to appear automatiaclly… And I guess a few more things (the ability to add your credit card bill as a recurring and the amount fills in automatiaclly, etc.)
![](https://canny.io/images/7246c1419ab87acb03cc36740416ab83.png)
R
Ricky S Salazar
Please inbox me I have a few questions that. I’m uncomfortable addressing in a public forum
T
Tyler
Tyler
Philippe-Antoine Bilodeau
To echo what other users have said, this needs to incorporate predicted balances in some way. Ideally, you'd pull credit card statements and statement due dates and use that to project balances. Quicken does it (somewhat successfully, depending on the card).
H
Hope
I would love to see how my expenses are matching up to my income. It’s more important to me how I’m doing in vs out than budgeted vs spent.
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