Net Worth, Stats, Trends

We used to have this chart in the old Trends page, let's bring it back!

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 date filter (MM/YY range) would also be helpful with a lot of historical data loaded.

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.

it would be nice if there was an option to exclude categories, as things like investment dividends (which are not set as income) but have a positive credit are technically not normally included in savings rate calculations, as it's not truly disposable income applied to the numerator. Also, savings rate can have a different meaning for different financial strategies so just having the flexibility to 'exclude from Savings Rate' would allow for that flexibility.

I have very seasonal cash flow and expense trends, and one of the main features I used in Mint was the ability to look at year-over-year patterns to anticipate (and budget for) seasonal expenses. I'm slowly adding things like annual subscription renewals to recurring expenses, but I'd love to be able to easily identify and project budgets for other, more variable seasonal expenses like summer childcare or birthday budgets!

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

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.

Mostly would like to exclude my Mortgage from this but I don't see why not make anything removable