Suggestions

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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.

2 votes

Tagged as Suggestion

Suggested 23 July by user Mark S.

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  • 23 July Mark S. suggested this task

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    I’m aware that one can create a Yearly Summary table view and further massage the presentation in Excel, but I like the combined view of the graph and the yearly summary pane. Thank you.

    23 July
  • 24 July Shawn Sansom approved this task

  • avatar

    The 50/50 split in a Couple plan is in the Sankey view too…was expecting that to be visualized as a household so I was thrown off when first seeing that.

    25 July