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Date Range frustration

mdbnj

xxxxxxx-problem

When I am looking at the reports page with the report categories "spending" "income" "net income" etc

the default date range is: (what is the logic behind this?)
1. "this month" for "spending"
2. "last 6 months" -for everything else (what is magic about 6 months")
when I flip between report categories - it goes back to the default
1. I set "spending" to "this year" - I look at it
2. I flip over to "income" - the date range is 6 months…I change it to "this year"
3. I go back to "spending" and it is set back to "this month"
4. I keep having to constantly change it…

there is no way to conveniently flip between report categories and make comparisons without constantly changing the date range

xxxxxxxxx - solution (I know it is easy to say "program this into the product"…and even simple things are a lot of work…but this has to be very straightforward )

I know that the product is a work in progress…but this is very basic functionality

#1: either have it remember the last date range setting

#2 have a default setting that applies to all report categories

#3 have a saved report template…so I can save one "year to date" hit that and all the date ranges are that (or whatever range I want)

xxxxxx- this is extremely frustrating

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Coach Natalie

@mdbnj, thanks for taking the time to share your experience with the Community!

Although we can't answer what the logic is behind the default date ranges from a Care Team perspective, I do want to share a few Idea posts that would be great to have your feedback and vote on. Our product team reviews Idea posts to see how many users are interested in specific changes!

https://community.simplifimoney.com/discussion/5648/dont-reset-the-date-range-selection-in-reports-when-navigating-away-edited

https://community.simplifimoney.com/discussion/5488/keep-date-range-in-sync-between-the-different-reports-edited

https://community.simplifimoney.com/discussion/10226/reports-save-the-date-range-setting-based-on-what-was-last-used-edited

https://community.simplifimoney.com/discussion/11014/ability-to-set-a-default-date-range-for-reports-edited

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

I hope this helps!

RockLee

The coach did a good job at linking all the past submitted issues. I agree, some relatively straight forward additions to reports seems like low hanging fruit.

mdbnj

but is there a solution to my problem?

I spent hours setting up my accounts, categories, rules…and it is great…really impressed…

but now that its set up…its time to actually use the data…

I want to compare spending with income…with these reports and filters…it is very hard…

If I used the full quicken instead…would that solve the problem? Can quicken get the simplifi setup or would I be starting from scratch.

thank you.

SRC54

@mdbnj Quicken Classic uses a completely different and more traditional approach to budgeting. Most of us prefer Simplifi's Spending Plan. But QC's Reports are much more extensive, can be saved and printed. So it really comes down to what you prefer and need.

And their databases are not compatible. You would mostly be starting from scratch although you can export and import transactions using a .csv file. Quicken is PC based though you can sync your file online to view in your phone and on the web. QS is completely web based.

If you are overall happy with Simplifi, you can hope that some of the features you want will be implemented in the future. But, of course, there are no guarantees.

Hope this helps.