Suggestions
Offer UI configurations in the Yearly Summary pane
Currently, the drilldown items in the Yearly Summary are sorted by largest amount to lowest amount (within each category). That’s a reasonable design choice, but when advancing from one year to the next, the items often shift position in the order, since the items’ values change. This makes it harder to watch how a specific account changes over time while advancing through the year slider. It would be nice to see a setting to have this order match the Accounts order (at lower-left on the Plan screen).
Furthermore, in some categories (such as Net Worth), they are broken down by individual, if on a couple plan. Likewise, I’d like to turn off this segregation so that I can see the entire household rather than 50-50 splits like the house mortgage, house value, etc.