Category Targets report

[knightdragon89]

Requesting a Targets tab. There are tabs for Categories and Income to Expenses, but it would be helpful to have a Targets tab too. A quick method to visually see your Category Targets, and Totals per month, year, and by specific date. And a bonus would be being able to see Categories Targets that are underfunded. YNAB is a good tool, but is lacking the visuals needed for quick assessment.

[michaelcmelton]

@knightdragon89 Could you elaborate more on what you mean by a tab?

[knightdragon89]

Sure. Across the top are tabs, or column headers; Net Worth, Inflow/Outflow, Spending by Category, etc. So Spending by Category for example looks at your past spending broken down by category. Would be nice to have a column header or tab, for Target values, looking forward. It could include things like Targets by Category group (or by category) for the month, year, or specific date range with an emphasis on looking forward. I thought of this because keeping up with targets is the hardest part of changing my habits. And one of the features I really like about Quicken is the calendar where you can forecast how much money you'll need in the future to meet your bills and obligations. The calendar is Quicken has been a game changer in attempting to get ahead of living paycheck to paycheck. I was thinking a Targets tab in the toolkit reports could be as well.