souran
Upvoted Saved Views for Transactions: Everyday filters at one clickCommented on Portfolio AnalyticsTreemap chart also helps to explain the funds distribution visual:Upvoted Real Estate worth trackingUpvoted Add version information to the uiUpvoted Predefined different color themesUpvoted Bank Transactions Reconciliation ScreenCreated Loading older transactions using bank syncUpvoted Spend Dashboard PanelCreated Spend Dashboard PanelCommented on Financial GoalsIt looks like you’re describing an envelope style budgeting approach which fits well with this ticket: https://moneymatter.featurebase.app/p/rich-budgeting-functionality This particular ticket can cover the ‘wealth/asset tracking goal’ that I described in the ticket description a…Commented on Financial GoalsThe goal should not require users to manually transfer money to a virtual account. Instead, it could be a calculation layer on top of existing accounts. For example, a goal could be linked to: 100% of Account A 100% of Account B 25% of Account C The goal value should update autom…Commented on FIRE CalculatorThanks a lot. The implementaion looks awesome. 🥳Upvoted Advanced Split or Linking two transactionsUpvoted Category for the remaining amount for split transfersCommented on Retirement PlanningWhat if scenario section would be nice in retirement planning:Commented on Monte Carlo Retirement SimulationCommented on FIRE CalculatorAnother sample panelCommented on Mortgage enhancementWe also don’t have the option to modify old records in the mortgage section. I made a lump-sum prepayment on my mortgage from my current account last year but it is showing as an expense rather than a transfer between two accounts because the current mortgage account doesn’t allo…Upvoted Retirement PlanningUpvoted Tag-based budgetingCommented on Add payees to transactions in exportWe should also have the ability to select accounts during export.Upvoted Add payees to transactions in exportUpvoted "Average savings rate" metric somewhereUpvoted Rich Budgeting FunctionalityUpvoted Custom PaydayUpvoted Apply automations on existing transactionsUpvoted Add sankey-diagramUpvoted Mortgage enhancementCommented on Dashboard Enhancements 🚀Another widget: Financial Insights – Personalized insights highlighting what’s going well what needs attention and important things to keep an eye on based on your financial data.Created Dashboard Enhancements 🚀