Net Worth, Stats, Trends

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

Currently monthly data is always shown. If a lot of historical data is loaded, a yearly view (showing last available data point for each calendar year) is worthwhile. A Period Picker or date filter (MM/YY range) would also be helpful with a lot of historical data loaded.

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.

For example joint bank accounts or shared properties.

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.

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)

Have tooling/inputs to set growth rates for specific accounts so we can forcast net worth.

It would be nice if you could toggle on/off different accounts when looking at trends (may want to track spending in a specific account. not total).

I want to update my balances for my manually tracked accounts on the 1st of every month but I want to set the balance for the end of the previous day (23:59:59) so that the balance will be reflected on the net worth for the previous month and not adjust the current month.

Could be amount remaining until limit, or just the limit next to the current credit card balance.