Debt tracking on a graph/report (edited)

hmlee08
hmlee08 Member ✭✭
edited December 2023 in Feature Requests

I would love to be able to see a balance history for my credit card on a graph so I can track my progress paying it off

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27 votes

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭
    edited May 2020

    @hmlee I like this suggestion! We have a number of displays and reports that allow you to look at past history for things like checking and savings accounts and total net worth, but not for credit cards. (By the way, you are welcome to cast the first "vote" for your suggestion by clicking on the counter in your original post!) Thanks for the idea!

  • kanwar786
    kanwar786 Unconfirmed, Member
    edited December 2023

    this would be great as I had this report in Mint where I could see how I am doing in debts if ther going up or down


    thx

  • A Credit Card Balance tracker and Goal and tracker to see what we've paid towards a credit card and the balances over time.

  • This was my favorite thing about Mint! I carry a huge student loan burden, and seeing the yearly progress on that was very encouraging over time. I particularly loved how I could check/uncheck each debt account(credit cards, student loans, mortgages) to see how groups of those balances change over time. Please add :-)

  • Agreed. The data is there and being pulled into the app in order to produce the Net Worth, over time. Therefore it should not be an issue to show the debt report. Infact it would be extremely nice to show it all at the same time, month by month. Meaning the bar extending the positive direction for the total Assets, a bar extending in the negative direction for the debts and a single line graph running through the bars showing the Net Worth. This would give you a complete picture in a single graph.

  • I've tried using goals for mortgage repayment tracking, but it gets messy since goals need to be linked to an account. Would be great to have a dashboard that tracks current balance vs. beginning balance. For credit card accounts, it would similarly be a helpful feature to view current balance (available credit) vs. credit limit.

  • John Dressel
    John Dressel Member
    edited January 12

    I know I can get the Net Worth report to show debt trending over time by filtering on all loan accounts but this is tedious and error prone. Could we have an option to automatically select asset or liability accounts within the Net Worth filters or just a new Debt Report? This would be helpful for anyone focused on reducing debt.

  • I'd like to second this- I've been looking for this feature and unsure why it's not available.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Five years later, I finally added my vote to this. I had never seen this idea post before.

    Right now, at this moment, I tend to keep my debt balances at zero—- but there are times I carry a balance, or - when i joined Quicken Simplifi - I had over 10k in debt.. I would've found this feature more useful then (and I consider it could happen again with my history).

    -Rob


    Rob Wilkens