Add a historical month-by-month Spending Plan Report (edited)

DryHeat
DryHeat Superuser ✭✭✭✭
edited October 2 in Feature Requests

I'm a heavy user of the Spending Plan and I often find myself flipping back through the Spending Plan page month by month to see how I have been doing over time.

It would be helpful if there were a report that showed the Spending Plan results for the last "X" completed months in columns side-by-side.

A simple version of the report would show the six main numbers along with an average, like this:

image.png

An expanded version of the report could show more detail, like this:

image.png

It would be great to see this historical information organized in the same way as the Spending Plan so that — for those of us who focus heavily on the Spending Plan — it is easier to evaluate how we are doing.

DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

6 votes

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Comments

  • DannyB
    DannyB Member ✭✭✭✭

    Agreed!

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    I would use this, already added my vote (was going to leava a comment then, but had to run out for a dental appointment).


    Rob Wilkens - RobWilkens.com

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Great idea. I've tried for a while to think of something to do with old Spending Plans. This would give them some purpose. Upvoted!

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • Jenny T
    Jenny T Member ✭✭✭

    Great idea! A great way to see your trends over time!