That’s basically the feeling isn’t it… I’ve dumped all the data out into Excel multiple times before, so I am not sure why I should be surprised at all. But, well, somehow I am regardless.
As I click around I feel like I want some sort of a pie chart, somehow. Also the lack of CUSTOM CATEGORIES (joint account) ahem makes some of the months stand out in ways that they probably shouldn’t. I don’t want to completely exclude these payments as they are real expenses, but they are often one-off large things that don’t really fit. Lumped into “general” for the most part at the moment.
Related is that it’s kind of annoying that some “lumpy” payments; for instance per-term nursery payments, all come in particular months and aren’t smoothed out. It would be nice to be able to see those in a yearly way without viewing them via a month-framed interface. It would also be nice to be able to somehoe segment known recurring payments from ad-hoc things. It’s a little like discretionary vs mandatory, but not exactly the same. It’s mandatory to get the two-yearly major service on your car, but it’s also kind of lumpy and noisey and distorts the graphs. So it would be nice to split those payments apart, somehow.
Just for those who are still having issues with Trends - are you able to confirm the app version you’re currently using? Have we tried all the standard force closing steps?
Agreed. I’m very firmly in the ‘transfers should net out to £nil’ camp, assuming you have connected accounts which capture all your accounts.
I have pots galore where I squirrel away a little bit each month to cover big items of forthcoming expenditure, the idea being I save up, withdraw the savings, and use this to offset expenditure of the same amount.
All my pot transfers (including roundups) should therefore be ‘savings’. Unfortunately, the only way I can get this to work is to go back and historically recategorise thousands of pot movements one-by-one
Edit: Otherwise, the yearly graph is super! More developments and analysis like this please!
I wasn’t sure if he was referring to those that don’t have Trends. No one has given a straight answer as to whether us not having Trends is a bug or not.