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Watchlist - calendar year only?

ericksonjb

Are watchlists organized around the calendar year only? I set up several to track expenses that span multiple years.

FYI, I do tag all expenses for each watchlist and know I can simply do a report by tag. I was hoping to use the watchlist for a quick look.

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Comments

Coach Jon

Hello @ericksonjb,

Thanks for reaching out! The Monthly Average displayed for Watchlists uses the available transaction data for up to 12 months, including the current month. For more detail on Watchlist calculations and how they work in Quicken Simplifi, here is a great support article: https://support.simplifi.quicken.com/en/articles/3472367-using-watchlists

-Coach Jon

Lane B

Hi, I also use Watchlists to track expenses that span more than a year. I have two requests, can there be a tab to see a Watchlist totals for the calendar year, another for the past 12 months, and a third to track since Watchlist creation? The current model of tracking by calendar year basically makes the feature useless come January 1.

Coach Jon

Hello @Lane B,

Thanks for reaching out! We do have a feature that is currently forthcoming for Quicken Simplifi, that aligns with what you are wanting. You can follow the idea post here for status updates!

https://community.simplifimoney.com/discussion/987/ability-to-enter-a-start-date-for-watchlists-edited

Hope this helps!

-Coach Jon