Add a Spending Plan Report (1 Merged Vote)

RichD Member
edited August 5 in Feature Requests
Now that you can put a spending plan out to the future, it would be good to have a report that shows you your spending plan at 1 month, 3 month, 6 month, etc so you can see what you are going to spend over that period.
4 votes

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  • jsy42
    jsy42 Member ✭✭
    I would like a report, similar to the income and spending reports, for the spending plan. I want to be able to look at my spending plan backward and forward with different frequencies (last/this year, month, next etc.), perspectives (income, bills, subscriptions, savings), and views (by category, tags, etc.) to get a holistic view of my past and current financial plans.

    The current monthly spending plan feature is a nice start, but annual planning must still be done offline in spreadsheets. This is a critical capability to enable users to stay in Simplify for personal financial planning and management.
  • ffurja
    ffurja Member
    I would like to see this in a grid or spreadsheet type view for future months.  This is basic budget 101.