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Sounds like you would benefit from Monarch. I use their Sankey features for visualizing expenses (https://www.monarchmoney.com/features/spending)

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I've been using Monarch for the last 6 months when I heard Mint was shutting down. It's been a dream to use and I feel good paying directly for software that I believe they will continue investing in. It even supported more bank/credit connections than Mint was able to.

I referred my sister last week and I got a discount. So I am going to throw this out there in case anyone wants to try it:

https://www.monarchmoney.com/referral/qrg5tt40me

What do you like about Monarch versus other solutions like Mint and YNAB etc, besides what you mentioned already?

Monarch co-founder here. Thanks for the mention. Our Sankey visualization is one of our most popular, and we are hoping to make a bunch of further improvements (hopefully, making it more interactive).

I'm also a fan of monarch. Thanks for this; I didn't realize they had it. I wish I could have more control over the feature, but it's nice to see it there.

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