How has the user’s balance evolved over a specific period?

Justification

Understanding how a user’s balance has evolved over a specific period is crucial for identifying financial patterns, trends, and potential areas for improvement. By analyzing changes in the user’s balance, we can pinpoint key events like salary deposits, large expenses, or savings growth, offering a clear picture of their financial behavior. This insight empowers users to make informed decisions, optimize their spending, and set achievable financial goals, fostering a proactive approach to personal finance management.

How is this showed to the user

This is reflected through the Total Balance Change insight, which calculates and displays the net change in the user’s balance over the selected time frame, along with the corresponding date range. The interactive chart visually represents the balance evolution, highlighting fluctuations, peaks, and troughs, while allowing users to explore different periods (e.g., daily, weekly, monthly). This combination of numerical insights and visual trends enables users to easily understand how their balance has evolved and what factors may have influenced it.