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Allow comparisons to historical time frame in Query Tool
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Jen from Lunch Money
January 12, 2021
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Mark F Montgomery
Make selectable the rolling period comparison; e.g. compare most recently completed 3 / 6 / 12 month period to the prior same for all categories and groups in Analyze/Query table. With 'Difference' columns for $ and %, and Comments column for essay text entry to be captured for saved data sets (reports). I have to export and do this on a spreadsheet now.
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2 days ago
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Jen from Lunch Money
Merged in a post:
Compare Periods
R
Robert
Compare Like Periods. AUG to AUG or 2023 to 2024.
There is no direct compare / trending available. This would elevate the reporting considerably.
A good example is Mint Trends
August 28, 2024
August 28, 2024
K
Kate Cousino
I would love this! I have very seasonal income and expense patterns, and it is almost always more useful for me to see a comparison with the same period in previous years than it is to see the immediately previous month or previous quarter.
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December 9, 2023
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