Watchlist Spending
Really enjoy the watchlist feature as I have many categories and like to consolidate their spending, against target, under overall fixed and variable spending buckets. A few things that would make the experience even better in the app:
- Bring in the monthly spending plan target for each category as a summed metric. I have to sum my category targets manually and set the target for the overall watchlist myself (not the biggest deal as it's just a once a year thing).
- If I include return/credit transactions in my expense categories, the watchlist will show the overall spend number but fail to show if it's a total positive expense (majority returns/credits) or true expense (majority actual expenses). Leading me to manually sum transactions which defeats the purpose of the summarized info for grouped categories.
- I would love to have prior month spending watchlists in the same summary format as current spending watchlist format. Unfortunately i can only see a rounded total of expense for prior months in each watchlist and the individual transactions. Would be great to at least have the prior month's spending not be a rounded total and show to the penny instead.
Thank you!
Comments
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@User5939, thanks for posting your suggestions to the Community!
I went ahead and moved this out of Feature Requests, as you want to include just one suggestion per post so other users can vote on things accordingly. Our FAQ here has the guidelines for creating Idea posts:
With that said, however, please also take a look at this existing request in regard to number two:
For your other requests, please create an individual post to outline each one. What you're looking for isn't exactly clear, so be sure to provide as much detail as possible in each request to rally votes from other users. 🙂
-Coach Natalie
-Coach Natalie
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Would love #3 also! I will post a separate thread about it.
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