Eric
My feedback
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6 votes
Reviewing for feasibility :-)
Eric
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1 voteEric
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11 votes
Financial functions will be in the shared space soon! Please provide your insight what functions you’d like to see – you can get the first sample via this KB article: https://qapps.uservoice.com/knowledgebase/articles/933846-financial-custom-functions
Eric
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11 votes
An error occurred while saving the comment Eric
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5 votes
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.
An error occurred while saving the comment Eric
commented
This would be useful for longer term cash flow projections, particularly or a planned transition to retirement where spending needs to change.
An error occurred while saving the comment 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.
Eric
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Eric
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As a financial coach, i would use this with my clients if I could access it via PC. Sinse the data is not bank or institution-linked, it removes a concern about safety.