YTD/LTM cumulative totals

It would be great if we could set a financial year and have targets with it.

Currently, I am manually adding up monthly budgets/savings and tracking this but would be great to have this automatically done. Think a lot of people think both in short term (month and under) and longer term (1+ years)


I was actually trying to do the exact same myself the other day. Would be a valuable feature to look at from time to time!

The longer you use Emma, the more useful a function like this would be. I can see myself looking back at my total spends by category per year (as I do per month at the moment) in order to look at trends when I have a few years of history in Emma.

A good MVP would be just totals YTD as I believe that may be easier to implement. Would be most useful to keep new users on the platform as they would lose that YTD history if they switch to a competitor.

Where in the app do you think something like this could fit? Perhaps have it the same as the analytics tab but for multiple months added together?

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Swipe right on your pay period analytics tab, think that could work (could be a pro feature you could toggle on/off??

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Getting the yearly wrap made me realise how useful this would be to have access to this information throughout the year.

@rebekah as @Rachelclem mentioned, would be useful to have some sort of toggle in the “Analytics” tab. One suggestion would be changing the “Setup” menu there to “Settings” and be able to toggle between month-to-month and YTD as a start, with more periods added later if they’re popular.

Yeah that’s not a bad idea! I’ll mention this to the rest of the team :blush: