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Category History on Budget Tab

Feature Request

In side the budget category card, it would be good to see Category History. Similar to the merchant history widget in transactions.

This would allow you to gauge the allocated amount to an actual average or past spending trend without exiting each time to see this.

Posted by A O ·
Status: Completed3 comments

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Comments3

  • A O

    •

    Oct 11

    This works exactly as I anticipated! I really like your willingness to evolve.

  • team@waypointbudget

    Team•

    Oct 11

    Hi @A O, this is live now. On the Budget page, tap a category to fund it (or edit one you’ve already funded) and you’ll see Category history right under the Category field:

    • Bars for what the category spent each month, plus this month so far, with the amount you’re typing drawn as a dashed Budget line
    • A switch for 3 months, 6 months or 1 year
    • Average, Last month and Highest month under the chart. Tap one to fill it in as the budget

    It shows up once a category has spending in two different months. A group budget gets the same thing as Group history.

    Thanks for the idea, let me know how it works for you :)

  • A O

    •

    Sep 27

    To add more detail this would show in Monthly Allocations after you click on the category to fund.