Make Spending Report more useful with Category Exclusion and Drill-Downs (edited)

scottnliz
scottnliz Member ✭✭✭
edited May 24 in Feature Requests
I find I want to often try to answer the question "Where have I been unknowingly increasing my spending over time?" and the current Spending Report makes that kind of difficult. 

<a href="https://ibb.co/Y2TKDDR"><img src="https://i.ibb.co/Y2TKDDR/app-simplifimoney-com-reports-spending-by-category-over-time.png" alt="app-simplifimoney-com-reports-spending-by-category-over-time" border="0"></a>
  1. I can look at all categories and use the options: Breakdown: "By Category" and the "Over Time" view, but even then, I only get the top 4 categories, and the rest gets lumped into a catch-all category called "Everything Else".  This is not so helpful because it makes drilling into "Everything Else" for more detail very difficult.  
  2. The Filters don't allow me to just exclude the top categories one at a time to remove them from the view (unless I manually go in and select every single category one at a time first - which is very painful!)  
  3. The Report also only shows the top-level category, with no way to drill down into sub-categories from there, which makes it impossible to see what sub-categories make up that larger spending category.  Also, I'd like to be able to click on a category and/or month, and have it show only those transactions.

Basically, Mint.com's "Trends" page does all this stuff really well, but I'd like to avoid going back there just for this view, if possible, since Simplifi does so many other things better (and I'm paying for it!) 

It shows more than 4 categories (which maybe works better since they only allow a single comparison, not a full month over month view).
<a href="https://ibb.co/xLH52yV"><img src="https://i.ibb.co/xLH52yV/mint-spending-by-category-report.png" alt="mint-spending-by-category-report" border="0"></a>

It even makes it easy to drill down into a category to see the subcategory breakdown over time.
<a href="https://ibb.co/3m5yPsr"><img src="https://i.ibb.co/3m5yPsr/mint-spending-report-shopping-drill-down.png" alt="mint-spending-report-shopping-drill-down" border="0"></a>
4 votes

Active · Last Updated

Comments

  • scottnliz
    scottnliz Member ✭✭✭
    I'd like Simplifi Spending Report to work more like Mint's - it would make it much easier to answer the question "How (and in what categories) has my spending been changing over time?"  (not just the big dollar categories, but any of them)

    In Simplifi, it's hard to determine what categories are really contributing to spending, or where I'm increasing my spending over time in any given categories.  Simplifi shows me only the top 4 plus "Everything Else" and drilling into Everything Else is hard since I can't exclude specific categories without manually selecting every category in the filter, and then unselecting the top 4 to see the next top 4, and on and on.  A select all would be a nice step.  But even better would be some kind of drill down clicking feature.

    Also, I have sub-categories, and it's hard to know what sub-categories are contributing to changes in spending over time.  It would be nice to click into a top-level category to see a drill-down view of the sub-categories.

    Simplifi:
    app-simplifimoney-com-reports-spending-by-category-over-time


    Mint:


    mint-spending-by-category-report

    mint-spending-report-shopping-drill-down

    I'd prefer to not have to go to Mint just for this view, since Simplifi does so many other things well, and I'm paying for it too!
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @scottnliz,

    Thanks for posting this to the Community!

    I have gone ahead and turned this into an Idea post so that other Users can vote on it, and our Product Team can review it. Please be sure to add your vote as well! ;)

    -Coach Natalie
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited May 24
    Please be sure to add your votes here if you'd like to see the "Everything Else" bucket removed from Reports -- https://community.simplifimoney.com/discussion/1702/get-rid-of-everything-else-and-show-all-categories-on-the-spending-report-graph-edited

    :smiley:
  • scottnliz
    scottnliz Member ✭✭✭
    I added my vote to the other one you linked, but it doesn't cover everything I asked for here.  The main thing I'd like to see is category exclusion list based filtering so you could specify specific categories to remove from the report, rather than having to pick every category to include.
Sign In or Register to comment.