Spending Trends Badly Needed (Mint User)
You are really missing the boat on providing trending spending reports for users that have converted from Mint. Mint has a
"Spending
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.
This
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.
Comments
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@Sandee, thanks for the feedback!
I'd suggest following along here for updates on this ability (a comparison view):
-Coach Natalie
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