Show category on hover
The category by text name is only highlighted in the rows below. And not where the cursor is. With many categories it's nearly impossible to know what category something is.
Show Transactions on Hover
Would love for a popup to appear when hovering over a category in the overview screen that showed the transactions from that category. Currently have to click on the category which navigates away and then go back to the overview page once done looking at the transactions.
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.
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.
My partner and I budget together; however, it's hard to keep him honest to the budget without real-time insight of how much he has to spend. It would be great to have a mobile app version so when actually making a purchase we could look at the budget to make a decision. Until then, we make the decision and then wait to check at home on a desktop.
Save Projected Spending toggle between sessions
Right now, the option to hide/show Projected Spending on Overview is reset every time the page is refreshed. The selected option to hide this should be saved for future sessions (even if just on local storage in the browser)
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.