Report for "Banking"

BeccaBits

Simplifi totals out Cash & Checking, Savings, and Credit to "Banking," one of the four main categories under accounts. It would be nice to have a trending report for this total, just like we have for Net Worth.

One of my financial goals is to build and maintain this number to a specific amount, and it would be nice to have a report see how I'm trending towards or away from the goal month-over-month.

Coach Natalie

@BeccaBits, thanks for reaching out to the Community!

I went ahead and moved this out of Feature Requests for now so we can do some educating and gather a better understanding of what you're looking for. With that, the current Spending Report can be filtered by accounts:

So, you can select the specific accounts you want to see in the Report, and then filter to the specific areas of spending (aka Categories) that you'd like to view for those accounts. You can also use the Net Worth Report if you're interested in just account balances over time.

Aside from the existing Report features, we have a few existing Idea posts you may be interested in:

https://community.simplifimoney.com/discussion/6035/add-a-trends-chart-edited

https://community.simplifimoney.com/discussion/1042/report-of-current-monthly-spending-compared-to-average-over-time-edited

https://community.simplifimoney.com/discussion/23/reports-add-a-comparison-view-report-edited-4-merged-votes

If so, please be sure to add your vote and feedback! I hope this helps!