BYOC (Build Your Own Chart)
in progress
Brandon Trautmann
Add the ability to compare data between distinct ranges (e.g 2024 v 2022, or Jan 2024 and December 2021)
or
between time periods within a range (e.g Q1 v Q2 v Q3 v Q4 in 2024, or months in 2024-2025).Limitations:
- Potential limit on how many periods you can compare (need a unique color for each period)
- Will probably be limited to months (i.e not days or weeks)
User 1:
"I've always wanted a chart that lets you set time periods to compare against each other for a specific query, like spending on a certain category. For example I would love to have a glance able view of if I'm improving on my goal of "spending less on dining out", and seeing a graph that shows my current month vs the other 12 months prior would be really useful, all shown as separate lines. Or you could set 3 month periods to see the "quarterly" comparison over a year. Or set a "yearly" comparison vs the last 4 years." Message here.
User 2:
"I'm thinking something as simple as a "comparison" mode that affects all charts would be good enough to get it done. Turn on comparison mode, select the time period you want (weekly, monthly, yearly, etc) and it modifies all the charts into that comparison mode. I've been wanting this type of thing for a while as well, just couldn't think of a way to articulate it, <@user> was spot on. My main use case would be that I like to see 3 months at a time, but would love to be able to compare that to the previous 3 months or past year." Message here
User 3:
"One thing that comes to mind for me... I've got multiple years worth of data in YNAB. Would love to see the years "overlayable". Meaning I could easily see how much I earned/spent March 2024 vs March 2023 vs March 2022 etc. I've always wanted this data overlayed to be able to compare years. But without taking it excel, I've never seen a toolkit or otherwise that provides it" (private channel)
S
Sam
Could you add the option to modify groupings manually in the "category views", independent of the YNAB budget structure?
For example:
Grouping 1: Monthly, Yearly, Variable, and Savings
Grouping 2: Wants, Needs, Save
Grouping 3: Housing, Transport, Fun, Travel
Brandon Trautmann
in progress
Brandon Trautmann
Merged in a post:
Stacked bar chart
Frans Jooste
View spending over period (selected) as a stacked bar chart as appose to pie chart
Brandon Trautmann
Note: Will likely ship Goals prior (and probably even Timeframe Choose Improvements) before this. The former is just more upvoted and the latter will, I think, inform the design of this.
Brandon Trautmann
Actual Budget has some custom reporting that would be worth checking out as we build this out: https://actualbudget.org/docs/reports-filters/custom-reports/
Darren Bailey
Brandon Trautmann actual budget reports seem pretty slick
Brandon Trautmann
planned
Delaying this until after shipping a couple Home Widgets.
Brandon Trautmann
After some thinking about this, I came to the conclusion that the most straightforward way to do this would be to implement a BYOC (Build Your Own Chart) feature that will allow users to craft their own insights through choosing time periods, type of data being tracked, type of chart, etc.). I think this will be the most flexible solution and will make the most sense to users because the "comparison" or "insight" won't impact other (default) charts through something like comparison mode. If a user WANTS a "comparisonized" version of a default chart, they should be able to craft one and then hide the default one. This is a pretty big undertaking and will definitely be a premium feature.
I've also descoped the additional work of making it easy to switch between months in the time range chooser and will make a separate task.
Brandon Trautmann
in progress
Brandon Trautmann
planned
Brandon Trautmann
under review
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