Show Previous Month Totals on Watchlist tiles (edited)

quinnwolf

I love the watchlist summary page (the one with all the tiles of each watchlist). But, I don't like that it can only show "this month". I want to be able to show any previous month in the watchlist summary page. (I understand that I can get past months' of each individual watchlist by clicking on the watchlist, but I would really like to see the summary of any previous month with all tiles at once).

Let me know if that makes sense.

Another user asked for the same thing on Dec 11:

"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."

kgiov

I am using the watch list as a convenient way to track money that I expect to be reimbursed. It is not useful to me if I can only review the current month's spending. I understand that I can do that with a transaction search, but then what is the point of the watch list at all?

ajbopp

@kgiov I suspect that @quinnwolf is asking for a "month picker" dropdown control or something so you can toggle through various months.

ajbopp

After thinking about this some more, it would seem to make sense to me to include the previous month's watchlist totals in the Monthly Summary report. And then to be able to scroll through previous months in the same way you can scroll through upcoming months in the Spending Plan.

ghud

I would love to compare how I did on my watch lists from month to month. Just being able to click through various months to see how the watchlist numbers change would be helpful.

putty808s

The better solution would be to include the planned spending total. I created the watch list as a work around to view spending totals, but this is a hack and not a very good one since watch lists are not historic. Please allow history on watch lists AND create a view on the Spending Plan panel to show Planned Spending Total.