monthly recap
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Robyn Dixon
i would love to be able to see a comparison of what i’ve spent month to month. not each transaction, but overall how my budgets have been so i can re-evaluate going forward.
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Sasha
Merged in a post:
Spending Trackers
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Helen Brink
I’d love a feature that allows me to see how much money I’m spending of each envelope over a month or in total. I find with a number of my variable envelopes I go into the negatives which is fine and then when I do my budget again I add what I think I might need which all works great. The problem is I them don’t know exactly how much I’ve spent from a particular envelope. It would be helpful for my own understanding of my finances to be able track how much I actually spend on meals out (or clothes 😅) etc.
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Sasha
Merged in a post:
Total spend per category
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Kailey Gillis
I want to see how much I spent in each category in the month, and for it to reset at the beginning of each month.
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Sasha
Merged in a post:
Transaction amount per category
CC Other
A way to click into each category and see the amount you spent each month in just that category.
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Sasha
Merged in a post:
Envelope Spending Reporting/Recap
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Rebecca Jean
it would be cool to see a little chart or something when looking into an envelope to show how much on average or in past months you spend from the envelope, especially for variable envelopes. like a quick little summary so that you can see totals at a glance. this would help better plan future budgets. either monthly or by each budget.
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nicole anozie
I completely agree! It would be extremely beneficial to see how much I spent from that specific envelope (ex. 400 in March on groceries). Currently, we can only see the amounts (expenses) that have been inputted. That is great, but not helpful when trying to look at your overall spending.
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Sasha
Hey Robyn, thanks for your feedback! That makes a lot of sense. Are you thinking of seeing this in a specific part of the app, like the individual envelope view or under ‘money in/out’ on the overview screen? Also, would a simple month-to-month breakdown work for you, or would you want to compare other time periods too? Let me know what would be most helpful!
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Robyn Dixon
Sasha i think seeing it on the overview screen makes the most sense to me. i think it would be too much to have on the individual envelope. and i’d love a month to month, but also would like the data to stay available. so we can see it long term or year to year.
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Sasha
hey CC Other, mind providing us with more info on how you're envisioning this would look? Are you wanting to see this within the individual envelope view? Or in the overview screen where you can view the money in/out? Thanks!
CC Other
Sasha when you click into an individual envelope in stead of just seeing the amount you spent since you last budgeted, you can see the amount spent in that month and then also have a way to see the history of what you spent in past months. Or have a bother section where you can just see a monthly overview of what you spent in each category and the history of what you spent in each category so you can compare months.
CC Other
Yesss I wanna be able to see how much I spent in each category each month
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Sasha
Hey Kailey, thanks so much for your feedback! We really appreciate it. 😊 Currently, you can see how much you spent per category for your last budget period when you're creating a new budget by tapping the right arrow beside "you spent."
We’ve also just released an update in the app store (v. 1.3.0) that includes a calendar view, no-spend days, and more!
We’ll definitely take your suggestion into account for future updates. Would you also like the option to look back at spending from prior months, or are you mainly focused on tracking the current month? And out of curiosity, would other time frames like weekly or bi-weekly be helpful too?
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Ruth
Sasha. I really like the idea of being able to look back at previous budgets. (Monthly)(yearly). Being able to see your running monthly amounts for spending categories. (Gas, groceries, pets, etc). I get paid monthly. I like the no spend calendar too. Great addition to the app.
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Sasha
Ruth: Thanks Ruth! Glad you're liking the new calendar view :D Thanks for your feedback on the viewing of amounts for your envelopes. We will definitely be taking this all into consideration. Appreciate the feedback!
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Kailey Gillis
Sasha yes! I’d love to look back at previous months as well !!