Feature Requests

I would love to be able to give the categories a tag (not the transaction) so that categories can be labeled, searched, and grouped by something other than just the 'parent category'. For Example: 'Food' - Parent category Groceries, Restaurants' - Sub categories Groceries (Tag=Essentials/Needs), Restaurants (Tag=Wants/Discretionary) Tags can be used for the sub categories to define things like budget reports for 50/30/20 budgeting. With tags we can easily use blocks to group subcategories into different sets outside of the parent category to show trends for big picture budgeting. With the tag feature we would also need the ability to select the tags in blocks as a filter for both all category types (income, expense, transfers etc)

Be able to update several transactions to the same category at the same time

Feature would let users select which page they wanted to have load when they visit the root URL (/) as the personal dashboard may be more valuable than just the standard profile/account overview.

"Would be nice to have a power bi like function where you just create custom calculations with dynamic variables in a separate tab that work globally and are just their own variable. Implied cash drag or uninvested cash ratio or %chg in category spending MoM" by jslatt (discord)

For instance, a Zelle to my landlord for > 3000 is rent, a Zell for < 200 is utilities, but everything else is the exact same.

Would be great to have built out templates for the 3 financial statements you would get in a 10-K... have a personal balance sheet with all assets & liabilities (home, etc.) and even could add car with depreciation schedule for the asset value. (Straight line 10% YoY for example.) Then a income statement/cash flow statement with no real accrual accounts so same same. Having those blocks exist in a well formatted manner would be very nice especially if you could save them YoY to look at changes. So I could see cash & cash equivalents grow YoY and long term debt drop etc.

When looking at a chart, it is nice to see the total for the time period on the left hand side. It would also be great if we could see an average spend below that total # as well. Just a more comprehensive snapshot.

Hello, I would love to have the ability to drill down in a block for more detail (e.g., the ability to click on a category and understand the expenses for a given month when I want to understand what drove my spending in the 'category trend over time block'). I find myself wanting to do this all the time as I use blocks that show high level data trends. Currently, I am having to create new blocks and pages to accomplish this, but I can't always anticipate what I want to drill down into for more detail.