Bills & Payments - Cash Flow Visualization

Dan6912
Dan6912 Member ✭
edited July 12 in Report a Bug
Bills & Payments / Cash Flow

The current Cash Flow Flowsheet defaults to ALL ASSET TYPES selected, ex retirement accounts (right hand side of flowsheet) and scaled to the maximum of the highest account (left side of the flowsheet). This renders this flowsheet TOTALLY USELESS.

This chart is useless bad!!!!

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A More Appropriate View of Cash Flow

A more appropriate view of Cash Flow, THE APPROPRIATE VIEW of Cash Flow, is to look at the ONE account that a person uses for Cash Flow purposes by default, typically the Checking Account that receives the paychecks and pays the bills. Automatic scaling will keep the left scale to within the cash range of the account for the time period chosen.

When set up this way (see the chart below), the chart has meaning. One can easily see money flowing into and out of the account on a scale that has meaning. One can easily see when money flows into the account and when money is removed from the account and on a relative scale with the maximum value in the account over the time period.

This chart is useful very good!!!!

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SUGGESTION

Please set up the Cash Flow Flowsheet to point to one or at most two CHECKING ACCOUNTS that the USER designates as his/her Cash Flow Checking Account(s). This will require input from the user ONE TIME (selection saved for future returns to this view). Ignore all other accounts as these serve other purposes in the complete financial profile. Allow the flowsheet to auto-scale to that highest account(s) value (left side of flowsheet), same as current.

This should be the DEFAULT WHEN selecting Bills & Payments - Cash Flow Visualization and the user selections should be saved for a return trip. In other words, minimize user interaction on returns. Only require interaction to CHANGE the user defaults once selected.

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