Net Worth, Stats, Trends

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

Hey LM how about playing to the expat crowd with a quick-and-easy FBAR generator? We hapless expat US tax filers need the highest balance on each account, for each calendar year. All the data is in the net worth feature, but with a little tweaking it could be so much more efficient to get out. Current workaround: View the Net Worth chart, "By Account", mouse-over and squint to see highest balances on each account. Briefly memorize each one and key into a different document. Make sure you're not straying into the wrong calendar year since there's no way to define the time period on this page.

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.

On the Trends page, the "Net Worth and Savings Rate" graph includes the current month. If income is only expected later in the month, but there was some small amount of credit earlier in the month (eg. Interest), the Savings Rate will have an extreme negative value and affect the usability of the Savings Rate line. Example: Let's say today is the 14th of the month and the expenses so far were $4000. The salary is only expected on the 15th, but Income is not zero, because there was interest of $2.5 credited to the account on the 1st. This means that the Savings Rate for the month is currently -159900.00%. This makes viewing previous month's Savings Rate in the graph impossible, as they are all much closer to 0.00% and will just look like a flat line. Possible solutions: Add on/off toggle to display or hide current month's savings rate Add on/off toggle to include recurring items for current month's Savings Rate calculation

On the Trends page, add 'Year to date' as one of the quick options in the period picker.

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.

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.

Sometimes colors in the pie chart are very difficult to differentiate even when there are only a few categories.

Different countries have periods defined as a financial year. e.g. In India its April to March, In US its Jan to Dec. Typically budget/taxes planning is easier to do for a financial year and then all reports, budget analysis, YTD calculations should be seen in context of the financial year. There should be a feature to define financial year for the user (or decide based on country selection) and then the reports should treat the year period equivalent to the financial year instead of calendar year.