How about a Recurring Transactions Report?

Jeannette

I've been posting different questions and suggestions over the past few months on how to get the view of future expenses that I'm looking for. All of the data I want is here in the recurring transactions list. I would like, at a minimum, to be able to filter it by account. What would be even better is a report with this data that could be filtered by account (or other field) and displayed in a tabular format by month. Sort of like the old Quicken budget view. I just don't want/need to go through the excercise of creating a budget by category, all of the data I need is already here in the recurring transactions that I've setup. I hope other people would also find this useful.

Jeannette

example 1 - expenses only

example 2 - income and expenses

Coach Natalie

Hello @Jeannette,

Thanks for sharing your suggestion with the Community!

I'd suggest adding your vote and feedback to the existing Idea post requesting a Recurring Transactions Report.

https://community.simplifimoney.com/discussion/1980/add-a-report-for-recurring-transactions-or-the-ability-to-download-them-edited

Please be sure to add your examples from above, and explain how this feature would be beneficial for you. 🙂

-Coach Natalie

Flopbot

@Jeannette , does this get you closer to what you're looking for?

Reports>Spending>Filter>Advanced>Select Bills>Download as .csv

Jeannette

@Flopbot unfortunately no because I am looking for future months data to be represented