Ability to download dollars by category for a specified time period (edited)

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jgrede
jgrede Member ✭
edited September 2023 in Feature Requests

provide the ability for a user to download dollars by category by a specified time period.

want to put this data in excel to build my own report. provide reports are very limited and not useful

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  • ajbopp
    ajbopp Member ✭✭✭✭

    What exactly is the report data you want to see? I find them to be very useful personally, but we all have our own workflows.

    It seems pretty straightforward to create an Excel formula that would do what you appear to be asking for.

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • forestbreeze
    forestbreeze Member

    I have the exact same request as the original poster. I would like to be able to download just the category totals to use in my own excel spreadsheet.

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Looks like you are looking for this idea to be implemented. Vote for it.

    https://community.simplifimoney.com/discussion/323/ability-to-download-or-print-reports-edited-1-merged-vote

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All, 

    This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

    If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here. 

    Thank you,

    Quicken Simplifi Community Support Team

    -Coach Natalie

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