New Feature Alert: Income & Expense Report!
We’re excited to announce a powerful new tool to help you take control of your finances: the Income & Expense Report, now available in Early Access on the Quicken Simplifi Web App! This new report is designed to replace the Net Income Report, giving you a more detailed, flexible view of your income and spending habits.
Please note that the Income & Expense Report is only available on the Web App.
What’s New?
- More Granularity: The Income & Expense Report works like a Profit & Loss statement, but it’s designed for personal use. You’ll get a deeper, clearer understanding of where your money is coming from and where it’s going.
- Customizable Viewing Options: Whether you’re looking at your data by month, category, or a custom range, you’ll be able to view your finances in the way that makes the most sense for you.
- Enhanced Display Options: Tailor the report to your preferences with options like:
- Hide cents for a cleaner, round number display.
- Alternate row colors for better readability.
- Adjust row height for a more comfortable viewing experience.
- Exportable: Want to dive deeper into your data or share it with others? You can now export the Income & Expense Report to a CSV or Excel file for further analysis.
We believe this update will provide you with more control and transparency over your spending habits. Ready to explore? Log in to the Quicken Simplifi Web App today, enable Early Access, and start using the Income & Expense Report!
As always, we’re committed to improving your Quicken Simplifi experience. If you have any feedback or suggestions, we’d love to hear from you! Click the link below to tell us what you think.
-Coach Natalie