Best Of

Appreciate the work the team is doing to improve the app/interface all the time. The report looks great! Appreciate being able to see the various totals for groups of categories across time. Very useful to be able to spot a trend or something needing attention. One SMALL REQUEST: when I open the report all the category groups are expanded by default (ie. Food & Dining) and show all category totals (Dining out, Groceries, etc). As someone who has lots of categories I found it more useful to collapse the groups first to be able to see the big picture at a glance, then open to drill down if I was interested. I noticed that when I left and came back to the report the category groups were uncollapsed again by default. My suggestion/request would be that if possible the report would remember the user's preference to show items collapsed or uncollapsed. Imagining that this might more complicated that it seems to build/code, I think a simpler request but also improvement would be that the report by default open with the category groups COLLAPSED — users could then drill down and expand when they want to see a more detailed breakdown. This would fit the spirit of the report of letting you get a big picture view and then dig deeper when needed. Keep up the great work!

No. What he was asking was, does that mean that the idea was submitted for review IN September of 2022, or that it already HAD been submitted for review at a date PRIOR to September of 2022.

(The answer being, by the way, that the idea had already been submitted for review quite a while before September of 2022.)

You didn’t think you’d get away with that one, did you?

Our product team has confirmed that the "per day" amount on the Spending Plan Dashboard card will be added back!

I understand the problem you are dealing with — I have the same issues. But I would suggest solving it by enhancing the Savings Goals feature by allowing us to set up automatically recurring Savings Goals.

For example, I would like to be able to create a semi-annual property tax savings goal for a certain amount with a duration of 6 months and have it recur (start a new goal) in November and in May. I could then just adjust the amount each year based on new tax assessments.

Would that serve the same purpose for you?

@Coach Natalie I imagine it has gotten a lot of votes 'since' it was submitted for review, 3-ish years ago. Is there a way you or @Coach Jon could re-flag the issue for further/updated review, or consider it for a priority bump?

This one seems to be one of the bigger vote getters here, and might help keep some users longer. I feel like this should be easy, but since matches aren't exact, maybe it should always add/remove the extra/missing amount from the last split(s) and/or proportionally add/remove the extra amongst all splits if it's not an exact match.

@DryHeat, correct. That date is the last time the status was updated, and the status at that time is that the Idea was submitted for review. 🙂