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Add Stacked Graph Option to Projected Balances

jameswh42

I think a useful enhancement which I imagine would take very little work (change graph type) would be as follows:

Since there is an option to select multiple accounts, it currently isn't very useful since they are all plotted independently. If you want to know the results of all the accounts together, it would be nice to have an option to graph them stacked so you can see the overall balance of all the selected accounts. This is useful because it will show the final result of all your asset accounts (like checking) against all your debit accounts (like credit cards).

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Comments

jameswh42

Don't see a way to edit my original post so I guess I will add a comment:

Of course, transfers between the selected accounts would be removed.

UKR

If you're looking for a stacked graph, showing total credit card debt by month, have you looked at the Property & Debt tab's Debt view?

The Net Worth view also has a couple of interesting graphs.

This. As a very long time user, this inability has always annoyed me. I would like to see combined future balances of different accounts. Checking/savings/cash stacked future monthly graph to get an idea how much I'll have in total a few months out.

UKR

You are right, of course.
The Projected Balances view could be improved by extending the single data point shown at "Today" into the future, as shown below in light green, calculating the Total Daily Balance of all selected accounts for every day in the view.

cap78 projected balances improvement.PNG

A potential drawback could be if the Total Daily Balance would be so large as to scrunch the chart scale, causing the individual account graph lines to bunch up near the bottom and creating readability issues.
The Total line should be made optional, with a selection box available in the graph.

jsnider47

I agree. Maybe could put totals in a table output underneath. I like clicking the points and getting an opening date and opening balance, but wish it would show closing date with the closing balance. Annoying to have to click the next point to see closing date (shown as next opening date).

Quicken Alyssa

Hello All,

This Idea seems to have stalled, and we would like to gauge the current interest in this request. Please vote if you have not done so already!

Thank you!