Add mountain chart line to track net worth / monthly spending

Fluffywaffle27

One of the easiest and quickest features to get a snapshot of how I’m doing that I miss from Mint was the mountain chart that I could track my monthly spending (versus prior month’s trend line), my net worth over the last week, month, year, and lifetime, and my current cash balance over the same intervals as net worth. I would love for this feature to become available for a quick snapshot for me and my wife when needing to do a quick check in rather than our monthly deep dive we do.

UrsulaA

You have multiple feature requests on this post that already exist. It is better to start with an existing request as more votes provide more visibility to the product team and increase the chances for consideration.

Chart to track monthly spending versus prior month

https://community.simplifimoney.com/discussion/5862/add-a-dashboard-widget-that-shows-last-months-vs-current-months-expenses-for-trends-edited

Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

Tyrion

Nov 13, 2023

I'm coming from Mint, and so far I think that Simplifi's weakest point is the Dashboard which is a big missed opportunity here, I hardly find useful some of the graphs/widgets so I have a few suggestions about this:

• Why do we have two separate charts for Spending and Income? It reduces the usefulness as I can't directly compare both and takes more space for no reason. These two graphs can be combined in one Net Income chart that shows the comparison between both with trends, you can even offer a 6-month and a 12-month (double width) option.
• Why can't I just track my current month-to-date expenses anywhere in the dashboard? Just one number that tells me "$XXX.XX spent this month so far". I see that there's a number that today shows "From Thursday-Today" and I have no clue about what to do with that info. Why those dates? That doesn't give actionable or useful information at all.
• I want to be able to hide widgets, I don't find useful a few and I'd like to hide them.
• We need a widget that shows me last month's vs current month's expenses in a trend day-to-day comparison so I can see if I'm spending faster or slower than last month.

I see that some of these ideas are kind of present in the Report section and that brings me to another idea that could cover all the above and more and it's to make the Dashboard customizable in a way that we can simply select widgets based on all the reports that you offer, that way I can literally make my own Home Dashboard including only the information I want to check every time I log in from the list of reports that you offer, that is a very nice list but that requires quite a few clicks to be checked frequently.

I'm rooting for Simplifi (and I already paid for a year) so I hope this suggestion can be taken into consideration, the first page that we all see when we enter the app is probably the most important UX aspect of a tool like this.

😎

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My net worth over the last week, month, year, and lifetime, and my current cash balance over the same intervals as net worth

This request is available using the net worth report. Below are some enhancements you will find interesting.

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

https://community.simplifimoney.com/discussion/6093/open-all-of-the-collapsed-sections-on-the-net-worth-report-by-default-edited

https://community.simplifimoney.com/discussion/5204/ability-to-exclude-accounts-from-the-net-worth-report-edited