Ability to download or print Reports [edited] (1 Merged Vote)
Comments
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Need printed reports. Please Simplifi.
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As a Simplifi user I need the ability to download reports of my assets or liabilities in CSV format so that I can use them in MS Excel to perform various planning and forecasting functions.
[Merged Post]
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This feature request already exists. Vote for it here.
[Merged Post]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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I vote for Reports prining and down load.
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Coming from Mint where I could easily print. I need to be able to print monthly transaction reports
[Merged Post]
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Here’s another Idea Post for the same idea thatyou’ll want to vote for. It already has some 120+ votes.
[Merged Post]
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.0 -
Need to be able to print reports.
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Need to be able to save report format with custom filters
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@freirich, it sounds like you're looking for the following topics:
I hope this helps get you pointed in the right direction!
-Coach Natalie
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please add ability to print spending report —need this to budget
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I am voting for reports available in Simplified.
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Yes please. I was under the impression that this was like Quicken where I would be able to print reports.
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@Coach Natalie Where are we on this request? Last Update shown on page 1 is Sept. 2022.
Long time Mint user jumping into Simplifi-world!
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Would like to take snapshot of all accounts and their current value and print. This would be done periodically and placed in out lockbox. That would make it easy for executor of will to have all info in one place.
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Good news! Your request already has over 100 votes. Vote for it below.
[removed link to merged thread]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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I need to be able to easily print reports filtering for date range and account, and including all categories and subcategories.
I see this feature request was submitted for review in 2022. What’s the status on when it will be available?
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Hello @KWallin,
Currently, the idea is in review. For updates, I recommend following this thread since any status updates, when available, will be posted to this thread.
Thank you!
-Coach Kristina
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I agree on the above comments about having the ability to print an Income/Expense report for my tax preparer. I like to look at this same report on a monthly basis. The Simplifimmoney app is so clean and easy to use and I really like it. But, if I can’t get the reports, I’ll be continuing to look at other applications. Surely something out there has that capability. Can anyone give me a clue where to look?
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We need to be able to download and print a Net Worth report
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I vote FOR being able to print and download reports.
Thanis
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Problem: getting a complete and clear picture of my total spendings in each category and s/c.
Requested solution: a button to download my total spending for each category and sub-category as CSV. This way GUI concerns are up to my spreadsheet software, which I am very comfortable with.
This offers another way of doing:
Important: include categories and s/c that have no spendings. This way the rows in CSV will be consistent month to month, so I can merge multiple CSVs into one and plot my progress throughout the year.
For example (spreadsheet view):
Date Range: 2/1-2/29 category category total
sub-category sub-category total wellness 250
doctors 0
classes 200
gym 50 outdoors 350 100 (the $100 is not in any sub-category)
equipment 200
gas, parking 50 (and so on)Extra credit: provide the above for all months of the current (or prior) year in one CSV. For example:
category sub-category Jan Feb Mar wellness 250 280 225
doctors 0 50 0
classes 200 180 175
gym 50 50 50
<no sub-c.> 0 0 0 outdoors 350 40 110
equipment 200 10 50
gas, parking 50 40 60
<no sub-c.> 100 0 0 (and so on)Thanks!
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Probably related to this as well:
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