Create a calculated subtotal to automatically show spending for that month at the end of each month
Eric
shared this idea
Now that monthly and quarterly subtotals have been available for a while, We are gathering feedback on what - if anything - still feels missing.
A quick reminder of what’s already there:
• In the main ledger summary footer, tapping Monthly switches between monthly and quarterly totals.
• Tapping YTD + Forecast Average shows the Past 12-Month Average instead.
• In the Forecast view, each month’s header already includes the full In–Out summary for the remaining months.
If there are any gaps, unclear spots, or improvements you’d expect from these summaries, please share them.
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Eric
commented
This would be useful for longer term cash flow projections, particularly or a planned transition to retirement where spending needs to change.
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Eric
commented
Living expense items can very from month to month; so, if we could look at a given representative period (1 month, 3 months, 6 months, 1 year) looking forward, it would greatly aid in budgeting.