Need a simple Income Statement and Net Worth statement!

KimCPA

The reports are poor. I need to see a simple income statement that shows sources of income by category less expenses by category equal Net income.  Also, need a balance sheet/statement of net worth.  Anyone applying for a mortgage or bank loan needs these basic statements.  Plus, the graphs with only "key spending categories" doesn't give me the full picture of my finances.  This glaring omission is a deal killer.

Coach Natalie

Hello @KimCPA,

Thanks for sharing your feedback regarding Reports with the Community!

Have you taken a look at the existing Net Income Report, by chance? If so, is there something specific you'd like to see added to the Report that you can create an Idea post for so other users can vote on it? 

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

We also have some existing Idea posts surrounding some of the topics you mentioned that you may be interested in checking out and adding your vote and feedback to. 

https://community.simplifimoney.com/discussion/2002/add-a-net-worth-report-edited/p1?new=1

https://community.simplifimoney.com/discussion/1702/get-rid-of-everything-else-and-show-all-categories-on-the-spending-report-edited/p1?new=1

-Coach Natalie