Daily Accounts Summary Report with Account Balances [edited] (1 Merged Vote)

Options
Thatalexsilver
Thatalexsilver Member
edited March 2023 in Feature Requests
How can I get a report that shows me my daily account balances? This would be very help to get via am email alert or something
Tagged:
4
4 votes

Completed · Last Updated

The Net Worth Report now allows you to see the historical and current balance of your accounts!

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Options
    Hello @Thatalexsilver,

    Thanks for posting this request to the Community!

    I have gone ahead and turned this into an Idea post so that other Users can vote on it, and our Product Team can review it. Please be sure to add your vote as well! ;)

    You may also consider adding your vote here: https://community.simplifimoney.com/discussion/861/additional-reports-edited/p1?new=1

    -Coach Natalie
  • DarrenP
    DarrenP Member
    Options
    Also a download button would be GREAT!
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Options
    @DarrenP, I'd suggest also adding your vote and feedback here for the ability to download and print Reports: https://community.simplifimoney.com/discussion/323/ability-to-download-or-print-reports-edited/p1?new=1 :smile:

    -Coach Natalie
  • jaaberle
    jaaberle Member
    Options
    Hi, Is there a report that I can report and print out all account/asset information? Simplify is great cause it has forced me to have one place to have all assets and accounts. Now I would like to print out that information to be able to store in my will/living trust folder so that me executer would have information regarding all of my assets and accounts. Thanks
  • wholbrook
    wholbrook Member ✭✭
    Options

    I would like the ability to print a financial statement. This financial statement would ideally show all account balances, exlcuding savings goals (or maybe make this an editable option). I like to check my accountants work when he produces my own finanical statement but having to go through manually and find the account balances just seems to be unnecessary when it could easily be generated with the already collected information.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Options

    Hello All,

    Great news! The Net Worth Report is now available in Early Access and includes all account balances. The Report can be filtered to a specific Date Range, or you can customize it to view your account balances for a single day.

    For the ability to download or print Reports, please be sure to add your votes here!

    -Coach Natalie

This discussion has been closed.

Categories