Net Worth, Stats, Trends

Motivation: I like to do my finances on a monthly basis and I have a lot of manual accounts. After the month has finished, I add a transactions to a manual cash/investment accounts (e.g. interest earned, stock value changes, rent paid directly out of my bank account) to the past month. However, the monthly net worth snapshot has already been captured. If I want it to be correct, I have to go back and figure out what each of my account values were at the end of the month, then update the table. Proposal: Add an option to sync historical net worth with current transactions. If the historical net worth was synced to my current transactions, then it would pick up the transactions I submit late so that my net worth table is always accurate.

Add daily net worth tracking to lunch money On other budgeting apps, I like to see a daily graph of household networth with the ups and downs, instead of just a month-to-month view

On the Trends page, it would be great to see the average income and expenses in the Total Income Tracked and Total Expenses Tracked box. I think that is more relevant than # of transactions. Or, perhaps consider not only this suggestion, but also both statistics. Thank you for your consideration.

Would be nice to be able to compare previous time frames as an option on the stats and analyze page. This was a feature Mint had.

Currently, the trends page does not allow exclusion of a single category in the highest expenses per month. Since rent/mortgage would be known largest expense, it would be better to see the next highest expenses only to better analyze spending.

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

On the Trend chart of categories, I'd like to be able to select multiple categories, (maybe 2 or 3) to compare the reflex of one to others. Example: Groceries went down on one month where Fast food went up.

The Trends tab has TRANSACTION TOTALS AND COUNTS BY MERCHANT and TRANSACTION TOTALS AND COUNTS BY CATEGORY. It would be helpful to also have a TRANSACTION TOTALS AND COUNTS BY TAG. Same idea as the existent ones (Merchant and Category) but counting transactions by tag.