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Select a custom date range when viewing summary screen

Feature Request

I’d really like to be able to filter by a custom date range. Currently you can only select for a full month but I’d like to be able to drill down to specific dates

Use case: My credit card date range starts from 16th of the month so I’d like to be able to filter for my billing cycle not the actual calendar month.

tags: summary screen, visual summary, date range filter, summaries, summary view date

Posted by MelReagon ·
4 comments

Comments4

  • Anonymous User

    •

    Apr 8, 2024

    It would be nice to select range per year

  • Hung Nguyen

    Team•

    Oct 26, 2022

    Thank you for the clarification, MelReagon. I've updated your post to improve visibility and clarity for others.

  • Hung Nguyen

    Team•

    Oct 24, 2022

    For clarification, is there a specific area where you'd prefer to filter by a custom date range? For example, the visual summaries (Dashboard), PDF summaries (Export), or the expense list (Transactions).

    Currently, we have a custom date range available when exporting data (Tap the gear icon > Export > Tap "Range" > "Custom").

    • MelReagon

      •

      Oct 26, 2022

      Hi Hung,

      I think it would be best in the ‘view full summary’ section.

      In here you can select the month you’d like to see however it would be great to customise the date range here.

      For example, my credit card date range starts from 16th of the month so I’d like to be able to filter for my billing cycle not the actual calendar month.