Category Sum

Cschaumburg

I have created categories and rolled over an amount into each category along with the monthly budget allocation. It would be helpful for me to be able to see the amount of money sitting in each category, totaled up together into 1 sum. Could this type of information be provided? Or a report written to pull that information?

Coach Jon

Hello @Cschaumburg,

Thanks for reaching out! I converted your idea post into a discussion, as I believe we have a couple of existing idea posts you may be interested in voting for that align with this topic.

https://community.simplifimoney.com/discussion/10707/group-planned-spending-items-by-category

https://community.simplifimoney.com/discussion/7145/ability-to-easily-drill-down-or-run-a-report-for-category-spending-directly-from-transactions

https://community.simplifimoney.com/discussion/1748/ability-to-run-reports-by-subcategory-edited

I hope this helps!