Net Income Report needs Year to date feature

remynoveshen

Hi Simplifi Team,

I’d love to see an option to view Year-to-Date (YTD) totals in the Net Income Report. Currently, the report shows monthly breakdowns, but there’s no built-in way to see my cumulative net income from January 1st through today.

This feature would be incredibly helpful for tracking overall financial progress throughout the year without needing to export data or manually calculate totals from separate income and spending reports.

Thanks for considering this enhancement—I think it would add a lot of value for users who want a quick, clear picture of their yearly financial standing!

Best,
Remy

Coach Kristina

Hello @remynoveshen,

Thank you for coming to the Community to share your feedback. Unless I'm misunderstanding your request, it looks like what you're asking for does already exist in Quicken Simplifi.

In the Net Income report, you can select the This year option.

That will allow you to see Year to Date information. The Total net income is displayed below the date range and above the graph.

I hope this helps!