Year-End Report Notation Log (edited)

Michael23

Something that needs to be added when reconciling your yearly expenses is a feature that lets users notate a long open note document that allows them to discuss why certain expense categories were higher that year or whatever they would like to discuss about their financial reports.

For example:

There should be two ways to access the yearly reports, either on the tab or it should be the last thing on the calendar, Dec 31, right after that-you should be able to click on a report sheet that is an open document that allows users to input important financial information to help them discuss why certain spending categories were higher

Coach Natalie

@Michael23, thanks for posting your suggestion to the Community!

I have turned this into an Idea post so other users can vote on it and our product team can review it. For more details on Idea posts here in the Community, please see our FAQ:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!