Month in Review Bugs/Requests
complete
Brandon Trautmann
Not Feasible/Out of scope:
- Net worth increase/decrease: Since we can't be 100% sure that this would be accurate, we shouldn't include it.
- Overspent categories (we CAN show ones that ended up overspent, but not ones that were temporarily overspent, as moves within the month to cover overspending would remove our ability to determine this)
- Progress towards a goal (e.g you moved X% closer to Y goal). We'll wait on this one until Lumy has a Goals feature, which I think will make this much more delightful.See the Goals Tab ticket.
- Additional filters? For instance, filtering out income by Payee. Leaving this for a separate ticket as FJ confirmed that this is a need across the app and not just for MIR.
Implemented
- Make the income/expense range compare and trend chart only apply to last 12 months.
- Biggest movers (in both directions), currently showing top 3.
- Savings Rate
Brandon Trautmann
complete
Marking complete ahead of the 1.15.5+ release.
Brandon Trautmann
Shipping biggest movers (biggest change in spending from average) in v1.15.5+. Ricori when you see it next month, let me know if it's what you were looking for. If so, let me know if you'd want a button to show all changes in categories. I have thus far hesitated to show comparisons for categorical spending between the month in review and the prior month because that difference may not always be meaningful (i.e you may have made a 6 month car insurance payment in April, but it's not valuable to see that you then spent $0 on car insurance in May, even though it's a multi-hundred dollar difference). I think often it's more meaningful to compare to the average. Let me know what you think when you see it in July though!
R
Ricori
It would be great also to have month to month comparison for all categories. I love this month vs last month chart in Budget but at the end of the month, I want to see which categories I did better than last month or did worse. And also it d be nice to see the +/- difference in $$ amount
Brandon Trautmann
in progress
Brandon Trautmann
Shipped category filtering for MIR in v1.6.1
Brandon Trautmann
Shipped Top Spend Categories in v1.2.2
Brandon Trautmann
under review