Data Visualization
complete
Igor
marked this post as
complete
Done! v1.47.0 is now live. Enjoy the new Reports tab 🫡
Take a look at what Noah wrote below. Make a comment here or a new Feature Request entirely if you think of something that's not on the list. Or, if there is something on the list you'd like us to prioritize.
Thanks for the suggestion shuttle876!
Noah Hensley
Just to keep everyone in the loop - we'll more than likely be doing phases of reporting roll-outs over time rather than working on things in the dark for months and rolling out a ton of things at once. The first two that we're tackling (and close to putting out there) are reports for category spending in a specific month, and net income over time. Beyond these two, some additional reports that we have in mind (in no particular order) are:
- Category funding status(es): What are my most underfunded and overfunded categories typically? Useful for refining my budget over time with real spending data.
- Category average(s): What is my typical spending in a specific category over time. Useful for getting a sense of what my real spending in a category is compared to my current targets.
- Total spending over time: What has my spending over a specific period of time looked like. Have I been spending consistently or have I had a bad month or two? Useful for gauging consistency of spending & comparing against total income to know if you've had positive cash flow.
- Total income over time: What has my income over a specific period of time looked like. Have I been earning consistently or have there been some hiccups in income? Useful for gauging consistency of income & comparing against total spending to know if you've had positive cash flow.
Would love to hear from you all what other report(s) / visualizations might be useful outside of what's listed here :)
- Noah
Igor
marked this post as
in progress
Getting started on this! This one is a big lift, expect it to take a while.
K
Karis
I would suggest adding data to the categories and overall budget like "spent last month" and "average spent".
Igor
marked this post as
under review
Looking into what I can do here