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Add a comparison view to Watchlists (edited)

Max1223

It's great that a watchlist shows the last 12 months of expenses. I'm coming from another product and used the compare to last year feature a lot to see month over month from this year to last year. Each column would show this years expenses next to last year's along with totals from the year and monthly averages from this to last year.

It's helpful if you are attempting in cases where you are trying to reduce or maintain spending in a given category.

Thanks

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Watchlist

Feature Request

Status: Active

Comments

UrsulaA

Hi, while this feature sounds nice, I prefer to have this option in the report area. I believe the comparison option will be more flexible versus a watchlist for me. Thoughts?

https://community.simplifimoney.com/discussion/2736/reports-add-all-time-range-and-by-year-display-option-for-annual-comparison-in-all-reports

Max1223

@UrsulaA Here’s what I like about Watchlists:

Saved lists: You can instantly see specific lists with one click, vs having to set up a category and filters each time in a report
12 month view in one click default: to get a 12 month view in reports, you need to go through several clicks. For example create a list of your groceries in a 12 month window, viewed over time. In watchlists, once saved, it’s one click. I believe there is a request to add a single click last 12 month view in Reports, but you still have several clicks to get to a bar graph, over time and with specific categories. Because these Reports aren’t saved, you have to do this everytime to view a different Tag or Filter.
Goal line: Watchlist gives you a goal line, Reports do not
Average Monthly: Watchlist calculates a monthly averages and reports currently months spent so far.

Upon opening the Reports tab, the design of Reports seems to emphasize looking at multiple categories this month by presenting this month, in a pie chart. I think this is important view to have. But then digging deeper requires many clicks. This is where Watchlists seem to come into play, I’d love to see added flexibility of adjusting the dates in the watchlist.

In some ways, if you could “save” a report, in any specific view I’ve created, then I would get what I’m asking for (outside of point 3 and 4), but it seems that Reports and Watchlists aren’t integrated like some other products do.

Thanks for the question, thoughts?

Max1223

@UrsulaA hello, so the link to the other post got me confused and I thought you were asking about adding time to watchlists. I’ve coped my response to my other thread.

UrsulaA

You make good points. We should keep this request going. I like the goal line, which the reports do not have.

Max1223

@UrsulaA for the same reasons above regarding the request to add custom dates, this is why I’d want comparisons built into Watchlist. I’ll use the grocery example again:

I want to view monthly grocery expenses over the last 12 months. Reports forces me to go through several clicks, each time I want this view.
In watchlist, once the view is saved, it’s one click.
From there, I would like to add a comparison view month to month
And be able to change dates.

I requested to see this in Watchlists because of point 1, needing to reset this view everytime in Reports. It seems like Reports and Watchlists (call them Saved Reports) could be combined for simplicity but for whatever reasons, they are two separate sections and don’t share features like custom dates, goal lines, etc.

UrsulaA

I enjoy the idea of one click comparison with averages. Any more takers?

Max1223

While I know the title says "watchlist" i think some kind of comparison feature in QS at large would be great, so in Reports or Watchlists would be great.

brokenchord

I would like to see a comparison feature too and be able see actual monthly spending amounts at once.

I have a lot of expenses that are paid annually, semi-annually, or annually (insurance, taxes, subscriptions, etc.) so comparing one month to the previous month is not as useful as comparing a month in the current year to the same month in a previous year.

In Simplifi, I can see a bar graph of monthly spending for the current year but I have to select each bar individually to see the actual spending amount, and change the date range to previous year or set a custom range to see the same months from last year. A way to download the monthly values would also be nice in case I wanted to use the data in a spreadsheet.

Dick_Davis

Also, would be great to hve the full current year listed out as well.