Income statement by month

Nicki

I am trying to convert from Classic to Simplifi. One report that is sorely needed is a basic income statement with columns for each month and categories below. That way, I can see trends in my spending. Anyone else out there want this?

Coach Jon

Hello @Nicki,

Thanks for reaching out! I believe that Quicken Simplifi already offers the features you mentioned. You can set the date range and breakdown by category in the Income report. Here is a great support article on using reports: https://help.simplifimoney.com/en/articles/4592676-using-reports-in-quicken-simplifi

Let us know if this is what you were specifically wanting.

Thank you,

Coach Jon