Sankey diagram for spending
It would be very useful to visualize where the money is going. https://sankeymatic.com/
Toggle for filtering closed accounts in Net Worth Chart View
As I've begun consolidating some of my accounts, I've noticed that any closed accounts remain in the Net Worth tracker chart view (as intended) but this may really clog up the chart view as I open and close more accounts in the future. It would be great if one or both of these were available: a) A toggle or filter option was available for hiding closed accounts in Chart View b) An option to show balances for closed accounts grouped together (maybe by type, "Cash", "Investment" etc)
Allow filtering by account type in Net Worth
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.
Show chart of total budgeted vs total expenses
We used to have this chart in the old Trends page, let's bring it back!
Show savings amount on graph
Currently in trends page, I can see expense/income graph over last few months, but a third bar for amount saved would also be helpful to see (maybe there is a way to already see this)
Transaction Totals and Counts by Account
There's already a chart on the Trends page for Transaction Totals by Merchant and by Category. Being able to view the trends by account is another useful way to view trends.
Income vs Expenses Summary Table
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)
Add net income to trends popover
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 :)
Organic Investment Charts
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.