Spending Trends Badly Needed (Mint User)

Sandee Member ✭✭
edited December 2023 in Feedback

You are really missing the boat on providing trending spending reports for users that have converted from Mint. Mint has a

Over Time" menu that allows me to retrieve transactions from all
accounts or one account by last 7 days, last 14 days, this month, last
month, last 3 months, last 6 months, last 12 months, all time, or custom
dates. Once you run your report, there is a "compare to" function that
allows you to compare the results to the same period last year, etc.

functionality is the main purpose I use a personal financial tracker! I
have 10 years of data in Mint, and trend it year-to-year for retirement
planning purposes.

This is a must for Simplifi, otherwise I will need to look elsewhere. I do like the Simplifi user interface.



This discussion has been closed.