Skip to content

Trends Over Time, By Merchant and By Category

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

5 votes

Trends Over Time, By Merchant and By Category

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

5 votes

Trends Over Time, By Merchant and By Category

As a user I would like to be able to view trends and compare them to similar time scales. Viewable as bar graphs and when clicking on a single bar it should show one level lower. 

  1. Spending
    • Over time
    • By Category
    • By Merchant
  2. Income
    • Over time
    • By Category
    • By Merchant
  3. Net income
    • Over time

Over time: Shows general dollar amounts split by the next smallest time denomination (This Month shows spending each day). Defaults to “This month” but allows different option, week, last month, last 3 months, all time. Option to enter custom date range as well. When a graph is clicked on it should go one level lower Year->Months->Days->transactions on that day.

By Category: Shows spending for the selected duration (This Month, ect.) by spending category Bills & Utilities, Home Improvement, Transportation, Food & Dining, ect. When a category is clicked on it should show the spending/income in the categories sub-categories.

By Merchant: Similar to By Category but filtered by merchant.

Started Adam Mitchell shared this idea

No comment yet, add your voice below!


Add a Comment

Started Adam Mitchell shared this idea