Ability to view income and expenses for a selected period in a table format, similar to a Profit and Loss Statement. Could be integrated into the Query Tool by allowing users to rearrange rows and group categories. Example: Group income categories Sum income categories Group expenses categories Sum income categories Net Income (sum income - sum expenses)

I'd love to have Net income listed under Total expenses and Total income - it's easy to see general trends using the graph, but I'm lazy and don't want to subtract the two numbers in the tooltip :)

Some of my accounts, like my retirement accounts, are special because I cannot withdraw from them without a mandated-by-law penalty. It'd be nice if I could filter these accounts out of my net worth.

It would be cool to know how much money went from your cash into your investment accounts each month. It's basically a sum of how much money you actually invested (not including any dividends or appreciation). It's a statistic that I am using to reach my FIRE goal, so I have a specific amount I need to invest each month to make that goal.

It would be very useful to visualize where the money is going. https://sankeymatic.com/

Some banks provide CSV files in which the amount is split across two columns: one for debits and one for credits (both are positive numbers). It would be lovely if the CSV importer could support this format.

As I import more and more accounts I find my self lost in the net worth tab as it groups by ACCOUNT TYPE. Would be awesome if that would be the account name/display name

On the Net Worth Tracker when viewing "By Account", debts show as positive values however they seem like they should be negative values - at least in terms of Net Worth. Is it possible for debts (loans, credit accounts) to be shown as negative throughout the Net Worth Tracker (tooltips, tabular data)?

I have several properties and expenses associated with them. I'd love to be able to analyze my personal expenses grouped purely by what I earn in W-2 income and what I spend on myself. I'd love to be able to analyze the rental properties separately. If I could do some quick views on transactions and networth for personal use vs transactions and asset value for real estate, that would be amazing. I'm imagining flipping between a holistic view, personal spending view, real estate view, individual property view, etc. I'm a new user so if this is already possible please let me know. I feel like some of this is possible but am probably not quite grokking lunchmoney.app yet.