Overview

On the Overview and Net Worth screens, I'd like to see the sum of account balances by sub-type -- for example, the sum of my retirement accounts, the sum of my kids' college savings accounts, etc. Currently, I can only see the sum of account balances by type (rather than sub-type); that means the sum of my Investment accounts includes my retirement accounts and my kids' college accounts together, which isn't a helpful total. Is there another way to view current account balances (and ideally, trends of account balances over time) by sub-type of account? Again, looking to see the sum of my retirement accounts, the sum of my kids' college savings accounts, etc. Thanks!

Eg: When a 'year duration' is selected in the period, the projected spend is calculated based on the current spending rate. The budget should also be calculated proportionately, and the difference should be the Safe to Spend amount.

I Like to see the Net income (Total Income - Total Expenses) as a Graph and also showing last month net income for the same date. Ex: If I see the graph on 13th Jan, I will see the net income till 13th Jan vs 13th Dec. This helps in seeing how I control the expenses compared to previous month. Mint has this feature on the landing page once you login. It instantly gives a good summary

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.

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.

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.

Where did the 'All Time' view in the Drop-Drop timeframe period in the Home Overview page disappear?

Right now, I can collapse or expand the categories in a group by clicking on the tiny black arrow at the left-hand edge of the row, but that's an awfully tiny target. It would be nice if there were some other way(s) to toggle that view, such as clicking anywhere on the row (aside from the category group name, which is already a link) or via some sort of keyboard navigation.

Currently the options are to display "all categories" or "only categories with spend". Can we also see categories that have a budget, even if I haven't spent anything there yet this month?

On Overview, under the Budget Breakdown, the length of the bars (i.e. the black area) could be proportional to the budgeted amount. This would make easier to catch big budgets and their respective issues. This, in turn, would allow to identify the overall financial status of the month. Now, a few bucks budget has the same "visual weight" as a substantial one.