predictive analytics
Fox
Merged in a post:
Change projected savings for not use 30 day spending average
C
Carol
It’s now really hard to show what my projected savings at the end of the month it is because you’re using your average daily spending from the past 30 days. If I had one big purchase that skews everything. I want to see a budgeted savings so I can see how much I would expect to save based on my budget of income and spending then I also want to see projected savings based on what I’ve actually spent and what is remaining in my budget. Without this, I feel like it’s impossible to get an accurate projection of savings and I have no idea how I need to adjust my budget in order to save more.
Fox
Merged in a post:
Projected Expenses
jancarlos azcuna
It would be great to have a feature in the home menu chart that predicts end-of-month spending based on current pace and habits.
Lupe
Merged in a post:
Retirement Planning
R
Ryan
Applications (like Vanguard) have a feature that can help with retirement planning. Would love to see a feature that can take into account all balances, income, and expenses to generate an estimated long term prediction on net worth and income. Also could incorporate the budget to see how small changes today can lead to high impacts in the future.
Zoey
Merged in a post:
Net Worth Predictions
L
Lily
Extend the net worth graph to include projections and allow me to predict my future net worth.
Juliet
Hi Carol, thank you so much for providing this feedback!
I really appreciate you bringing this case to our attention, and we would love to learn more. Would you be able to share a little more about what you would like the projected savings to be based on instead of the average daily spending?
I look forward to hearing more. Thank you!
C
Carol
Juliet thanks for getting back to me on this! I think Projected Savings should be Budgeted Income - (Budget Bills + any spending on bills over budget) - (Budget Discretionary spending + any spending on discretionary over budget)