Ability to run Reports by Subcategory (edited)

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Comments

  • Travis H
    Travis H Member ✭✭
    edited February 24

    Piling on. Would love to see:

    1/ subcategory breakdowns work on mobile

    2/ subcategory breakdowns work for trended charts

    3/ automatic 3rd level breakdown to switch to “payee” within the subcategory

    Happy to give a more detailed spec if any of that isn’t clear enough.

  • LDC
    LDC Member ✭

    Yes, I know you can see subcategories within a category, but then you can only compare across ones in THAT category. I want to see all subcategories. Please!

  • LDC
    LDC Member ✭

    My first use case for this is simply that the budget items that I can most control are spread out across different categories. So for example I want to be able to see how Food>Restaurants is doing compared to Entertainment>Concerts versus 10 others also in different categories, to evaluate where I can reign in spending. My second use case is that I used this (in Mint and Empower) to quickly spot classification errors. If I'm scanning my top spending subcategories and suddenly parking is in my top 10, I can go in and quickly see that, oh, my plane tickets got misclassifed as parking. This happens all the time. Right now I find it by dropping into EACH category one by one, and scanning that way. Tedious.

  • ajbopp
    ajbopp Member ✭✭✭✭

    @LDC I would propose that both of those use cases would be solved by using Watchlists.

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • ghud
    ghud Member

    Would love to see these charts spell out by subcategory when you select by subcategory - it is confusing when the labels don't match

  • v4run9
    v4run9 Member

    The ability to view reports broken down by subcategory (when a category filter is applied) is importantly to me as well. For example, I would like to see how my overall dining expenses change as my food delivery, restaurant, and grocery expenses vary.

  • wkh
    wkh Member ✭✭
    edited September 30

    The fact that in the web app, you can click down from the top spending pie chart to see totals for the subcategories, yet this doesn’t work in any of the mobile app versions tells me this is a bug in mobile app versions, not a new feature. I feel like I’m being gas lighted. In the mobile apps, if I use the filter function to select 2 subcategories in a top category, it does not display those 2 categories. It displays the top category only, with a sum of the amounts from those 2 categories. Why would anyone need that?

    This was requested over 3 years ago?! Your competition [removed] has this. Maybe it’s time to switch 🫤.

  • wit713
    wit713 Member

    I can not believe this has not been added to the Simplifi app or website. How hard is it to add subcategory to the spending report?

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