Print Report of Expenses by Category

Dmenk60

I have been using Simplifi since January 1 and now I want to look at all my expenses by category (what I spend on entertainment, medication, etc.). Obviously I was able to do that (and much more I never needed) with Quicken. Can I do this in Simplifi?

SRC54

Check out the Income & Expense Report. It's rather new and breakdowns your income and expense by category. It defaults to last 6 months but you can customize the time frame.

There is also an Expense Report but it doesn't break it down by sub-categories though you can drill down into each category to see them.

https://community.simplifimoney.com/discussion/12445/income-expense-report-share-your-feedback-here

If you want to print the report, you can export it to a .csv file or Excel.

I am unsure whether this report has gone live to all users yet, so you may have to turn on Early Access to see this report. Go to Settings:General:EarlyAccess.

Let the community know what you think.