Add a Year End Report (edited)

lparrish1965

What's the point of having this if you can not get a breakdown year end report for taxes.
I know have to go to each category and screen shot each month for a year! Im so very unhappy about this. Basically I know have to create a report by hand !!

DannyB

Doing what you did with so many screenshots would certainly be time consuming, clunky and frustrating for sure.  I would suggest a different solution.  It seems to me the ability to run a year end report for tax purposes is already available in Simplifi.  Here’s what I mean,  create a tag or tags if you need more refinement, something like “Taxes” or “Tax Related!” then tag any tax related expenses you need to track. You could even create a tag for each type of tax related expense or type of income if you have non-W-2 or non-1099 reported income. You could even create a tag for each type of Schedule A deduction or business expenses.  Again, it depends on how much detail you need from your monthly budget.

Then at year’s end, or at tax time, run a report filtered by your tax related tag(s).  Once this report is created you can export it to a .csv file which can be sent to your tax preparer or you can open it yourself in a spreadsheet app.

If you have a more complex tax situation you might need a more robust accounting app.