Spending Totals Section
F
Fatima
A dedicated section in Copilot to track total spending across a variety of timeframes (total today, this week, this month, etc.)
Created by Rafael Grafals
O
Olivia
Merged in a post:
Weekly spending reports
S
Sathwik
Just like how we have monthly spending reports, comparisons with previous months,
can we have weekly spending reports?
Thanks.
O
Olivia
Merged in a post:
See Daily Totals
B
Brenda
Seeing the daily totals of what you earned and spent, on top of the transactions, would be great when viewing the transaction area. I know this already exists for the month, but daily would be great!
O
Olivia
Merged in a post:
List of Total Spending by Month
O
Olivia
Show list of monthly spending totals in one location September = $, January = $). These values are currently shown in the bar chart at the top of the Monthly Spending section, but you need to tap each month bar to see the total $ amount.
O
Olivia
Merged in a post:
Daily transaction total
N
Nathan
Be able to see how much you spent, in total, on a specific day
O
Olivia
Merged in a post:
Free to spend per day & projected savings
E
Elliot
In addition to seeing the total free to spend (FTS) vs budget on the dashboard, it would be interesting to allow other views into this FTS number - such as FTS “per day” or “per week” remaining in the month. Total FTS is great for budgeting on paper, but allowing users to cut this in a way that’s easy for them to keep in mind would be helpful for budgeting IRL. This would be a useful tool in months where you’re running under budget by a good amount (say, mid month) and want to try and keep that going. Seeing a couple thousand dollars left to spend mid month sort of encourages me to do just that vs save. Could also be interesting behaviorally to allow people to override this FTS per day remaining to a hard $ cap, and then see a complementary view of their projected retained savings end of month (based on total FTS) increase as the days go by.
O
Olivia
Merged in a post:
Daily Budget
J
Jacob
One feature I miss from Truebill is the ability to see how much money you can spend per day and still be in your budget 😃
So for example, your budget is 360, your daily budget is 12 dollars in that category. Then if you overspend one day your daily budget goes down, and if you don’t spend one day it goes up.
I know it’s simple to calculate, but it would be nice just to see it when you open the app.
O
Olivia
Merged in a post:
Include "per day" value on the Dashboard (spend left / remaining days in the month)
O
Olivia
Include a "per day" value on the dashboard. For instance, on the top graph, $837 left then underneath, $52.31 per day.
O
Olivia
Merged in a post:
Alert/notification when budget is meet for a specific category
V
Vince
Getting notification when the preset budget for a category is either meet or reach a set threshold. Would be nice to be able to break down monthly budgets to weekly. Think restaurant, entertainment, recreation, bar & nightlife…
O
Olivia
Merged in a post:
Daily spend subtotals?
T
Tim
O
Olivia
Merged in a post:
Sum Totals
J
Jase
Totals by month in Category tab
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