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Cash Flow, Current Month Amount

Feature Requests

The cash flow page is lacking. The bar graphs from previous months are nice, but it would be greatto see a snapshot of how one is doing in the current month with actula numbers. For instance, for the current month, I've earned $4,000 and I have spent $3,000 and therefore I have a positive cashflow of $1,000 that I can save. Monarch does this perfectly with categories detail below. I have added a snapshot.

Posted by Jim Mills ·
Status: Complete3 comments

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Comments3

  • Jason Russell changed status to Complete
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    Dec 5, 2023

    This has been solved on the new Analyze page which shows net-income, amongst other things.

  • Amy Chow

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    Nov 24, 2023

    On a similar note, if the analyze section could have an easy way to display expenses for the current month (ie. within 1 click) instead of having to do Expense by Category and having to filter the month using to and from dates with the calendar picker, thanks!

    • Jason Russell

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      Dec 5, 2023

      Thanks for the suggestion Amy Chow ! We'll soon have the ability for you to create your own custom presets on the Analyze page, which would allow you to create a preset called "Month to date by category" for example which would show you what you want with once click! I'll keep you posted on this.