Year overview

It would be really nice to be able to see a yearly overview of totals with the months next to one another on the same screen.

Ideally with the ability to filter what you want shown on the graph. (Like All income, All expenses or individual categories) this would really easily allow you to see trends and how you are progressing month on month. (Obviously an average line would be great too.)

Another ability to view month on month how you've been progressing against a goal throughout a year would be nice too.

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Comments

4 comments
  • Hi Roger

    Thanks for getting in touch and for sharing your awesome suggestions. I will pass it onto our team. Keep them coming! Have an awesome day further.

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  • Hi Candice, has this feature been added? Would like to use it to get totals to be used in Tax returns

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  • Hi Justin,

    You're welcome to use the Transactions tab to get those totals. Simply visit the Transactions tab and click on the "Advanced Search" option, then apply the relevant account/category/date filters. By doing this, you can narrow down your transactions list to transactions only from the past tax year, along with the respective money in/money out figures for those periods. As a bonus, you can hit the "Export" button at the top of the screen to export a list of those transactions to a CSV file ;)

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  • Hi Roger & Justin, 

    You may be excited to know that we've been hard at work on a new feature called Goals, and release is right around the corner! We'd love for you to try it out and share your thoughts.

    If this is something you're keen on, please feel free to sign up for our early access Test Pilot group over at this link.

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