Hierarchical table breakdown of category spending in Spending Report [edited] (3 Merged Voted)
I have many many nested categories. I want to see my monthly spending in a single table, with category rollups.
As it stands now I have to click into individual categories in a weird ring chart. To me it is very opaque and hard to use.
Comments
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This might not just be specific to Insights Spending by Category but could we choose the date range for the report output. You have some predefined ones which are good (like This Month, Last 30 Days, Year to Date) but being able to select the date range manually really is high on my want list.
Also when you look at the report you get a breakdown of the Categories and then you have to click on the Categories to see a breakdown of the Sub-Categories. Could we see the Category breakdown along with the sub-category breakdown right under it.
This way when my spouse and I are looking at our budget we can see everything on one screen without having to do a bunch of clicking. This would let us have a quick check-in on how the budget is going.
Thanks,
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Thank you for this suggestion. A few other users have asked for some of the features you mention, but your request is very clear and specific, and we'll definitely call it to the attention of our development team!
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Two excellent suggestions! Flexibility to select dates and then view/export reports would be great!
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@bcrossman I agree. We especially appreciate this kind of feedback right now, during this launch period. We're working to make Simplifi work the way you want it to, and all of your suggestions are welcome!
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I could use both of these features!
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Hello All,
Thanks for the great feedback here!
As the ability to set custom date ranges is now available for Simplifi's Reports, this Idea has been edited to include the request for a sub-category breakdown without having to click on the category in the Spending Report, only.
Please be sure to add your votes if you'd like to see this ability added to Simplifi!
-Coach Natalie-Coach Natalie
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Hello All,
The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request.
If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.
Thank you,
Quicken Simplifi Community Support Team
-Coach Natalie
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