Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

paleosteve Member ✭✭
edited December 2021 in Feature Requests

I'd like to be able to track expenses and income on a weekly basis, and define when a week begins and ends (e.g. Friday - Thursday). This would apply to Watchlist items as well as Reports and the Spending Plan. Watchlists only allows monthly tracking; weekly and perhaps bi-monthly and quarterly would also be useful.

Reports do have a "Custom" date range but it only allows for a specific date range. Instead, could you offer up This week, Last Week, etc. with respect to my definition of a week?

13 votes

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    That's a great idea! We'll submit the idea of enabling other time periods for expense tracking -- like weekly, bimonthly, and quarterly, as you suggested -- to our development team, to see if they can be added. Please continue to use the Simplifi Community to let us know pf other questions, suggestions, or problems! We're counting on our early users to help us improve the program.

  • paleosteve
    paleosteve Member ✭✭

    Thanks, Coach!

  • LaudatoSea

    It would be great to be able to easily track spending on categories like groceries on a weekly basis.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited April 2023

    This is sort of there in two ways:

    1. Recent spending on dashboard i think shows last 4-5 days
    2. You can manually edit the date range for reports to be the last week.

    But I would specifically like to see a "Last 7 days" report as opposed to Sunday to Saturday.

    I frequently show my therapist my recent spending (as spending is linked to my mania when i have it), but if i show her more than once a month she winds up saying "You told me about that last time" and i wind up bringing it in for show-and-tell less frequently.

    Rob Wilkens

  • jbexten

    Should also include bi-weekly to support those that get paid on that schedule.