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Advanced reporting

Feature Request

One thing all of these platforms have are the same reports. It would be great if this incorporated financial ratios that you see in accounting and finance. There is a ton of them out there but would be great to have KPI scorecards for those to add as widgets. A lot of those ratios show unhealthy behaviors before it’s too late. Also some tending would be nice if you showed ytd info on income and expenses and showed the trend for that period bs the prior. Enriched reporting would be really great to see.

Posted by j_quigg ·
3 comments

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Comments3

  • Mike

    Team•

    Aug 26

    Thanks for the suggestion!

    We do have a customizable Dashboard where you can add or remove different charts and metrics. I really like the idea of expanding that with more KPI-focused widgets, things like savings rate, debt-to-income ratio, and other financial health metrics. Are there any specific ratios or KPIs you’d especially like to see?

    You can also view YTD data on both the Dashboard and Reports pages by adjusting the date range. However, comparing that period against the prior period is pretty manual right now, so I agree that adding trend and prior-period comparisons would be a useful improvement.

    Thanks again!

    • j_quigg

      •

      Aug 26

      Just some real basic ratios for personal finance just to list a few savings, debt to income ,, debt servicing, housing ratio, and personal inflationary which tracks when you make more money if you have cost creep in instead of saving.

      • Mike

        Team•

        Aug 26

        Got it, makes sense!