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Year-to-date (YTD) filter with running income and expense totals

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!

4 votes

Year-to-date (YTD) filter with running income and expense totals

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!

4 votes

Year-to-date (YTD) filter with running income and expense totals

Allow users to filter their financial data by year-to-date (YTD) and view a running total of income vs. expenses across that period – not just a month-by-month breakdown. This would give users a clearer picture of their overall financial progress throughout the year and complement the existing monthly view.

Yuval Shuminer shared this idea

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Yuval Shuminer shared this idea