Insights & Reporting

Drill Down To Transaction Data From Insights/Reporting

Paul Riebe September 30, 2026 19:41 Edited

1 vote 0 comments

Export Annualized Data by Expenses and Income

Natashya Sumitra September 24, 2026 15:21

0 votes 0 comments

Custom Insights View

Cole Irish September 11, 2026 15:22

2 votes 0 comments

Suggestion for improving charts & graphs with Sankey

Mark Rieser July 14, 2026 17:16

1 vote 0 comments

Insights: Add the ability to analyze/compare prior years

Tyrone Ellis July 08, 2026 15:16

4 votes 1 comment

Free Version Total Net Worth

Jarvis Family May 24, 2026 21:57

1 vote 0 comments

Annual Financial Analysis

Shelley Hunt May 17, 2026 21:47

0 votes 1 comment

Enhance CSV Exports / Allows User to Select Fields to Include in CVS Export

Tyler Brown May 03, 2026 18:05

1 vote 0 comments

Budget vs Spent in a Graph or pulling the budget for that item into the CSV download.

Dylan Pendergast May 01, 2026 03:31

2 votes 0 comments

Insights: Be able to see Total Income and Total Income per Income Line Item trends

Amy Landes April 26, 2026 13:01

5 votes 1 comment

Insights Expenses Should Account for Refunds

Samuel Grimes April 24, 2026 16:11

0 votes 0 comments

Insights: Average for Last Year and this Year.

Michael Caruso March 19, 2026 15:07

1 vote 0 comments

Insights: Download one CSV file with all 12 month data

Koleen Biegacki March 17, 2026 11:51

6 votes 5 comments

Roadmap: Calculations Being More Accurate to Networth Calculator.

Matthew Perkins March 09, 2026 18:26

0 votes 1 comment

Insights: Add a Net Worth Graph to Insights

Bradley Lipson February 28, 2026 05:39

4 votes 1 comment