The Cash-Flow sankey chart whose visual appeal/value rests, in part, with uncluttered simplicity may not be optimal. Maybe an underlying table view including From: account, To: account(s), value.
Agree, I want to be able to export the table behind the pretty cash flow graphs into excel
I’d love to see the remaining balance of the “From account” in the cash flow view — helps me double check whether my drawdown order or other settings are correct/optimal.
Yes, eyeball tracing complex visual flows, etc, makes it way too easy to miss important time-sensitive transactions. I need this information to be simple enough to get so my non-financial spouse can get it from ProjectionLab and print a copy.
In particular, I need to be able to download a table of individual withdrawals and transfers (e.g. Roth conversions), not annual aggregates, so I can schedule each transaction in my online calendar of choice. I particular, I need the year, amount, source account, and destination account/expense/gift. Which a table version of the Cash Flow chart would provide.