Add "Last 12 Months" To Reports

mike128

In the Reports section, it would be helpful to have "Last 12 Months" as a date range in addition to 3 months and 6 months. It's very helpful to see a full year of income or spending when looking at financial reports.

jsy42

Please add a date range option to the Net Worth report for the last 12 months, and make it the default. Needing to manually select the date range for the last year (12 months, NOT the last calendar year) is frustrating. Moreover, the current default of the last 6 months isn't enough range to see a meaningful trend in the chart.

bowgy4

Yeah, I created a net worth manual account in Simplifi to show my net worth over time for the last 15 years from Quicken data. I didn't need all of the individual transactions, but being able to see net worth over longer times (I can see when we had kids :)) is motivating and rewarding

RockLee

Last 12 months seems to me more meaningful than Last 6. Making the setting sticky would be nice so that what you last picked remains every time you go back to the page.

Tyrion

https://community.simplifimoney.com/discussion/comment/19379#Comment_19379

I agree, last 12 months is a lot more useful than last 6.

Max1223

I'd like this feature as well. Would also like to set a default duration, e.g. last 12 months or This Year, etc.

getquickevenbetter

One of the default options for reports, spending, etc. should be year-to-date, or the last 12 months. Seems like that range should be expected as an option.

Wedo778

I agree that I would prefer Year to Date as my default option over Last 30 Days.

But mostly what I would want is "remember the last range I used and show me that again".

UrsulaA

Year to date already exists as this year. This request should be just for last 12 months. Also, the investments/balances section has a last 365 days balance option, the reports section could incorporate the same, which is close enough to last 12 months. I am upvoting this request for the last 12 months option.

UrsulaA

Finally, the request for last 12 months already exists. Has about 30 votes.

[removed link to merged thread]

UrsulaA

https://community.simplifimoney.com/discussion/comment/30709#Comment_30709

There is an idea for saved reports. Check it out.

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

RobWilk

bump

This feature needs more vote attention.

Last 12 months was a feature i've wanted since I started using the software, but I always considered it low priority.

Now, many of the other features I was hoping for got done, so I'd like to bring some attention to this one.

If I select "Last Year" it can already show me 12 months of data. So what is being asked for here is to just get a new date range that was in Quicken Classic (the "default" there, from memory).

-Rob

Max1223

Yes, the last 12 months will include expenses that happen annually.

John2875

I'm not sure why this isn't in by now.
A year's worth of current data for all reports is very important to see things like spending, income, etc. All reports should have this option. Continually having to select a year's range is a pain, and if one is not careful, one might miss that the selection has changed to something else.

nobay

Please add my membership to this request!

getquickevenbetter

Please add “Previous 6 Months” and “Previous 12 Months”!

brad08

In addition to the rolling 12 months request, I would also like to see an option (maybe a checkbox?) to base it on fully completed months only. This is useful when calculating averages because it removes the noise of timing within the month.

E.g. if it's December 3rd, I would like a way to quickly select the full 12 months of December 2023 to November 2024.