Ability to visualize my data using a Sankey diagram (edited)

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Pchamb1998
Pchamb1998 Member ✭✭✭✭
edited November 2023 in Feature Requests

I would love the ability to visualize our data using a Sankey diagram. They are visually appealing and a quick way to ingest a lot of data rather quickly. I have posted a picture below for those who are not familiar with the Sankey diagram. See below:

Screenshot 2023-11-14 at 1.01.39 PM.png

It would be awesome to see within the monthly summary, across various reports, and within the dashboard. I am curious to receive opinions on this.

[removed]

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47 votes

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  • BMD
    BMD Member

    I agree, this would be a nice feature add!

  • Pchamb1998
    Pchamb1998 Member ✭✭✭✭
    edited November 2023

    @BMD It's would be a nice to have feature. It's not necessary by any means, but it would be a differentiating feature. It would also eliminate an arguing point for [removed] since they are using it against simplifi since they offer it.

  • jason c
    jason c Member
    edited December 2023

    Gotta say…that Sankey diagram from [removed] makes it easy for my brain to easily grasp the magnitude of the various cash flows. It's the biggest single thing that's making it hard for me to decide between the two.

  • JNL
    JNL Member
    edited January 2024

    Also looking to have this feature added. Super powerful visual of spend and savings. [removed] has it, hope to see it here in Simplifi soon

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited February 2024

    Good news! Your idea already exists and has 13 votes. Check it out.

    [removed link to merged thread]

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Huge +1. This is surprisingly a pretty strong edge that the competitor has over Simplifi, can we bridge the gap?

  • njt
    njt Member

    I love this idea and think that the "Savings" portion could even be further broken down by account (401k, Savings Account etc)

  • seatac
    seatac Member

    bump - this would be a great feature.

  • Davidd
    Davidd Member

    Would love this for monthly and annual budget allocation meetings with spouse/family for visualization.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    This just got my vote, too, now (I didn't previously vote against it; I just hadn't voted because I thought other things were more important). I have no 'needs' regarding new features (everything it does works), but this might be 'nice.'


  • ender
    ender Member ✭✭

    I found this suggestion wondering if there is a way to export my annual data in a convenient format for this.

  • Luisito277
    Luisito277 Member

    +1 for this feature request!

  • Dognose
    Dognose Member ✭✭

    This would be great.

    And there is already a nice Sankey diagram javascript library on Plotly:

    https://plotly.com/javascript/sankey-diagram/

  • stevel0821
    stevel0821 Member
    edited May 30

    Sankey Diagrams were the main reason I used [removed], and I was sad to lose that functionality when I switched to Quicken Simplifi. Even though Simplifi is the better choice, adding Sankey Diagrams would be absolutely amazing.

  • spoofhopper
    spoofhopper Member

    Would love to have this as well, any plans on the roadmap?

  • digital nomad
    digital nomad Member ✭✭

    How is the Sankey diagram not already a feature? This is a necessity for monthly/quarterly summaries.

    PO, please move this to the top of your backlog.