Better comparison between times
in progress
Matthew Rines
I've seen a few requests now that are along the lines of introducing better comparison between two different times, whether month to month, year to year etc. for example the trailing 12 mo P&L. Ive also found myself wishing for something like this. whether tying blocks together (block A is this month, Block B is -1m from Block A), or adding extra columns (expenses by merchants or category, each column -1w or -1m from neighbor), or having some configurable bucketing on the cashflow timeline (instead of seeing $ flow on particular days, rollup outflow/inflow/transfer by week, month, quarter, year, having some tooling to compare different times would make this product very helpful. being able to populate these comparisons via AI would also be great
b
brian
this is a good feature request. maybe with bar graphs and line graphs comparing times while picking categories or merchants etc. something along the lines of this graph, but instead of multiple sources in the same time frame, it would be the same source but multiple time frames
Shawn Cao
in progress
Hi Matthew, would like to resume this conversation as we have finished a major update on our block system.
Now, you should be able to copy/paste the same block and set different time macro/variable for them for a side-by-side comparison easily.
Is this good now, what do you think? Love to hear more.
Shawn Cao
under review
Shawn Cao
cc Xiao Hu, Clay Raterman
Shawn Cao
Thanks for sharing these wonderful thoughts, that's how we make Fina differently outstanding from others, :)
Will follow up on supporting these ideas, Matthew!