[Feedback] Spending Report about actual HOT 15 OPEN

Suggestion: When the month turns over you no longer can review the spening vs. the previous month. I'd suggest allowing the user to review the previous months spending against the prior months as well.

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Suggestion: Add option for saved/default applied filters persistent between loads/refreshes. There might be a way to do this via custom reports, but as a QOL setting OOTB for most users.

chickenscratch figma mock:

Loving the solution btw, have it hosted on Pikapod and it's really helped. Just wish I could trigger updates myself rather than waiting for Pikapod to test first but I'll take what I can get :P

Suggestion here is to create a saved filter in the all accounts page then you can apply it in just a few clicks.

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Known issue: off budget payments are being counted. Need to remove them. Thanks @MatissJanis

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Suggestion: Add "last month" as the primary line so you can see how the month ended during the 1st week of the following month.

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The off-budget accounts appears to my issue in #2810 . When I add them into the filter one by one, said error builds up. What's however curious is why they get excluded by filtering out an unused category.

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Suggestion: Add ability to toggle between Payment/Deposit to monitor income as well (might also be duplicated into separate Monthly Income report)

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Suggestion: Add income in Data table view and a surplus or deficit to highlight the difference between income and total expenses.

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When filtering by category, the only option is to compare to last month. The option to see the 3 month average disappears.

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When filtering by category, the only option is to compare to last month. The option to see the 3 month average disappears.

The logic follows that you need 3 months of data for the average button to be shown. If your filter does not have transactions for the previous 3 months then average is not possible to calculate.

Example: If you filter to a category that only has transactions for this month and last month then there should not be an "average" option as there wouldn't be enough data to calculate an average.

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I'm only able to compare to last month. Is this intended? I have almost two years of data in Actual yet when I push (what seems to be a button) last month nothing happens.

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When filtering by category, the only option is to compare to last month. The option to see the 3 month average disappears.

The logic follows that you need 3 months of data for the average button to be shown. If your filter does not have transactions for the previous 3 months then average is not possible to calculate.

Example: If you filter to a category that only has transactions for this month and last month then there should not be an "average" option as there wouldn't be enough data to calculate an average.

I was looking at my grocery category and have 10 years of data. The 3 month window isn't a problem. I still only get an option for last month.

Edit: I am using 24.6.0.... the edge release doesn't have this issue. Please disregard.

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Edit: I am using 24.6.0.... the edge release doesn't have this issue. Please disregard.

Oh cheers! I was about to ask about edge as it was recently fixed. Thanks for confirming!

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Suggestion: Add option for saved/default applied filters persistent between loads/refreshes. There might be a way to do this via custom reports, but as a QOL setting OOTB for most users.

chickenscratch figma mock:

Loving the solution btw, have it hosted on Pikapod and it's really helped. Just wish I could trigger updates myself rather than waiting for Pikapod to test first but I'll take what I can get :P

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For the graph to work as expected in my use case I've got to constrain it to payments and exclude deposits. Should this be a default setting?

Otherwise I get dips like this when I have a deposit into a category

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For me the average view would be much more useful if it showed me min/mean/max plots for the averge period. something like this.

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