Spend Analyzer
M
Michael Schoenfelder
I want my kids to know how much money they are spending over a certain time period per broad category. You currently show history for the 5 Spending Categories, but it is not time based. I want me kids to know that they spent $X on gas this week!
By "Broad" category, I am looking for a spend analyzer like credit cards have, with food, gas, etc.
These are really two separate requests. 1) time-based for existing categories/stores, 2) broad category analyzer
Jackie
Merged in a post:
Financial reporting and charts
J
Jason McKibbin
To properly teach and manage finances, data must be accessible to help the user understand the trends and habits of their spending. Note that all the periods below are configurable (YTD, Last 12, QTD, MTD, etc). For example,
- A chart that shows $ spent over the last 6 months by vendor.
- A chart that shows expenses by category (fuel, games, restaurants, shopping, etc) over the last quarter.
- A chart that shows total spending by month YTD. Show how much they are spending by month.
- A chart that shows total spending and total income by month YTD. Show how income matches up with expenses.
- A chart that shows savings or investing by month YTD. Let them see it grow or not.
- A report that can be filtered by date, vendor, category, $, etc.
If children don't know where they are spending their money and are just living in the moment, how do they understand the implications of their habits? Good or bad. So many of these charts/ reports would be so helpful. Right now, you can't analyze anything. There isn't any reporting. You can't even filter the history. You must manually enter the data (from your phone) into another tool like Google Sheets or Excel to make sense of anything. But that is extremely tedious and cumbersome. One item at a time.
Jim Fisher
It apears i am unable to even download my children's transactions into Excel for us to do our own spending analytics. That is stunning to me.
D
Damian
Thank you for sharing this with us, Jason. We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.
Jackie
Merged in a post:
Budgeting functionality for kids/teens
O
Oliver Hoeltje
Add functionality that allows the kids to analyze spending trends by category, set budgets by category and understand where they are vs. their budget. We have two teenagers and want to teach them how to budget before they leave to go to college - and because GL doesn’t offer it (yet), we’re looking around for an app that offers this functionality.
Jackie
Thank you for sharing this with us, Oliver. We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.
Jackie
09-26-24 - The parent would like the ability to view the spending history by month or within a specific date range.
Jackie
Merged in a post:
Inability to run reports
Bryn Dearborn
Kids and parents should be able to run reports. You should be able to monthly, quarterly, yearly spend.
Jackie
Thank you for sharing this with us, Bryn. We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.
Jackie
04-07-24 - The parent would like a total of their children's expenditures with the ability to filter.
Jackie
Merged in a post:
End of month and end of year budget review feature
Taison Bell
Be able to look at a budget report to help kids learn how to track income, spending, and saving patterns over time
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