Overview

I would find it more intuitive to see how money 'flows' from income to expenses, and a Sankey diagram has been helpful for me in the past.

just started with Lunch Money, but can't see a "running total" for checking account, just money coming in / going out. am I missing something?

I have many accounts but many of them are dormant. Accordingly just take up visual space and make it harder to find the accounts I use everyday. An option to separate these two groups (e.g. like with real estate now) would be helpful.

In the Overview page's "spending breakdown - Expenses" heading there is a number representing "This is how much you've spent this period." The number does not include all of the already processed expenses. I confirmed that the category is not set for " exclude".

Use case: ability to quickly see each category's amount spent as a percent of income for that month. If spending exceeds income, then the proportions would add up to over 100%. This would give an easy way to see how much of income is being spent on needs, wants, savings, etc. Update needed: Add "Total income" option for "Show against" in Spending Breakdown section. Or an easy way to see a percent of income spending in each category.

I often switch between the overview page and budget page so that I can see how well I am tracking against budget/if I think I am going to beat my budget this month. Mock up attached for reference, though the result does not have to look anything like that, I'm just keen to have the information there.

It would be great to be able to reorder the sections of the page. E.g., Account Overview (1), Spending Breakdown (2), etc. Or, it would be great to collapse the sections. Thank you for your consideration.

Please implement Discreet Mode. It's the mode that allows the user to blur/hide some important data (amounts of transactions, usually). I am not a frontend dev, but I think it can be done relatively easy with CSS styling, like so in this link: https://kittygiraudel.com/2018/08/01/building-the-n26-discreet-mode/

On the Overview page, the accounts listed in the Accounts Overview section are grouped by type, then sorted in descending order by amount. It would be great to be able to customize and sort by account name, and choose ascending/descending).

A percentage used on credit cards would be nice. Not sure where else to add it in the UI besides the Overview screen. Could be a toggle-able feature in the account settings.