Month in Review / Year in Review Dashboard | Feature Requests

Month in Review / Year in Review Dashboard

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.

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.

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

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.

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.

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

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.

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.

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!

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!!

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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