Option to Include or Exclude Previous Month Balance

It would be very useful to add an option to display or hide the accumulated balance from previous months.

Real example:

I finished April/2026 with a positive “final balance” of R$154.60. In the following month (May/2026), I used that balance normally and ended the month with a “final balance” of R$356.93.

However, when I select only the May/2026 period, the system shows a balance of R$202.33, disregarding the R$154.60 carried over from the previous month. On the other hand, when I select the period from April/2026 through May 31, 2026, the “final balance” is displayed correctly as R$356.93.

This makes monthly analysis more difficult because sometimes we want to analyze only the transactions and the final balance for a specific month, without needing to include previous months in the filter just to display the correct balance.

A useful solution would be to add a toggle option such as:

• “Include previous balance”
• “Exclude previous balance”

This way, each user could choose the type of visualization that best fits their needs.

April-May/2026

April/2026

May/2026

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Budget Flow

Date

5 days ago

Author

manuellacosme

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