Show % used on Credit cards in Overview
A percentage used on credit cards would be nice. Not sure where else to add it in the UI besides the Overview screen. Could be a toggle-able feature in the account settings.
Sankey diagram for spending breakdown
I would find it more intuitive to see how money 'flows' from income to expenses, and a Sankey diagram has been helpful for me in the past.
Show subcategories in piechart analysis visualization
Would be really nice if, when looking at the pie chart visualization, clicking on a category opened up a new pie chart representing the breakdown of the clicked categories sub-categories. This was a really nice feature of Mint
Accounts Overview: Group/hide accounts
I have many accounts but many of them are dormant. Accordingly just take up visual space and make it harder to find the accounts I use everyday. An option to separate these two groups (e.g. like with real estate now) would be helpful.
Add a visual indicator after clicking Logout
There seems to be a bit of a delay between clicking on the logout button, and the redirect to the logout success screen (probably due to API fetch lag). Would be nice if there was a visual indicator to inform that logout is in progress, so I don't end up clicking the Logout button multiple times thinking nothing is happening
Show difference between income and expense
In the "spending breakdown" view on the home screen, hover over the empty gray space at the end of the "Total Expenses" progress bar to see the difference between expenses and income for the month.
A Graph showing net Income
I Like to see the Net income (Total Income - Total Expenses) as a Graph and also showing last month net income for the same date. Ex: If I see the graph on 13th Jan, I will see the net income till 13th Jan vs 13th Dec. This helps in seeing how I control the expenses compared to previous month. Mint has this feature on the landing page once you login. It instantly gives a good summary
View specific projected recurring expenses from hover/click on progress bar segments
On the Overview page, the bar chart shows me how much I'm projected to spend on recurring expenses in a given category by the end of the current period, but there's no way to check which specific recurring transactions make up that number. If I click on the category, it only shows transactions that have already happened. It would be great to be able to have a list of the specific upcoming transactions shown when I hover this segment of the bar, or in some other way.
Expenses % based on expenses instead of income
Currently when viewing the percentage of each category is based on the total income, Right now my mortgage might show as 20%, based on 20% of my income. But I'd like another option within the spending break down settings to view the percentage as the percent of total expenses. Eg, the mortgage made up 35% of my total expenses, rather than 20% of my income.