Exporting a Financial Snapshot

esender

I'm wanting to export information about my finances for review from a CFA

- Account values
- The securities invested in those accounts
- The type of account (say IRA or 401k so you know I can't withdraw from it)
- My checking accounts so you can see my income

I know we can produce reports, transactions and such but many of the reports have no export ability.

Are there any tricks or methods to extract this information into a PDF or XLSX?

If not, how do you use Simiplifi to help with financial analysis, without just having another person log into your account? I'd also rather not use a guest account either.

Coach Jon

Hello @esender,

Thanks for reaching out and for the feedback! Many of the things you listed can already be exported from the Income & Expense report in Quicken Simplifi. You can select the 3-dot menu in the top right and then click Export, which should allow you to choose the format you would like the report exported in.

We also have this idea post requesting the ability to export Investment Transactions that you can vote for and follow for updates:

https://community.simplifimoney.com/discussion/5964/ability-to-import-export-investment-transactions-edited

As well as this idea post requesting the ability to export Net Worth and Investment Balance Data:

https://community.simplifimoney.com/discussion/5836/ability-to-download-export-net-worth-and-investment-balance-data-edited

I hope this information helps!

-Coach Jon