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Compare current spend.

Feature Request

Would be useful to have a graph you can add on the main screen comparing your actual spend for the month to your typical average monthly spend,or last week's spend or the prev month spend. Helps visualize to see if you're on track to spend more or less this month vs your chosen comparison period.

Posted by OptoGuy117 ·
Status: Completed7 comments

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Comments7

  • team@waypointbudget

    Team•

    Oct 12

    Hi @OptoGuy117 and @LatitudeBusily250 , this is live as part of the new Month Outlook card. Open the Add Cards shelf at the top of the dashboard and pick Month Outlook.

    The card draws this month’s spending as a running total, day by day, and beside it a grey dotted line for what you’ve usually spent by each day, from your last few months. Red above the dotted line means you’re spending faster than usual, below means slower, and hovering any day shows both numbers. The same card projects whether the month ends ahead or short.

    We went with “usual” (the median of recent months) instead of a last-month comparison. One unusual month, a car repair or a trip, would otherwise set the bar for every month after it. If you’d still like last month specifically, the Income vs Expenses card shows the month totals side by side.

    Cheers,
    Jamal

    • OptoGuy117

      •

      Oct 12

      Thanks Jamal! Quick note.

      1. UI bug on android. Some of the text is off the screen when you hold the graph for more details on that day.

      2. Also on android. The homescreen can now slide halfway off the screen to the left. Not sure if I'm just noticing that now or if it just got introduced.

    • LatitudeBusily250

      •

      Oct 12

      Looks really nice! Love the addition this chart brings with info that we couldn’t get otherwise!

      I also have a couple notes

      • noticed the same horizontal scroll triggers when you hold the graph on iOS too

      • If you keep sliding on the graph the legend box disappears after about half way

      • The “usual” text could have more info and explain it’s based on what, like “3 months avg”

      • It would be nice to be able to click on legend at the bottom to show/hide lines but that’s more a feature improvement.

      • team@waypointbudget

        Team•

        Oct 13

        I just want both of you guys to know, you guys rock! @LatitudeBusily250 @OptoGuy117. Thank you for having my back. I tested it on browser but didn’t really check the legend on my phone and I could replicate it immediately. All of these issues should be resolved tonight. Please take another look and thank you once again for being so helpful!

        • OptoGuy117

          •

          Oct 13

          Working perfectly on my end. Thank you for the great work!

        • LatitudeBusily250

          •

          Oct 13

          Looks much better now, thanks for the quick fixes!

  • LatitudeBusily250

    •

    Oct 7

    +1 something like a current month vs previous month spend chart, or current vs average month