Ability to Download/Export Net Worth and Investment Balance Data (edited)

SimpliJSHL
SimpliJSHL Member ✭✭✭
edited November 2023 in Feature Requests

Simplifi has great functionality (and seems like it has a lot more in the works), but I like to do some sensitivity analysis (interest rates, effective liquidity of investments after cap gains tax, etc.).

Would be great if we could download current balance by account (or even by specific investment) so that it’s easy to port into excel. With Mint, I could just copy and paste the info as text from my overview page (and have formulas capture information in a cleaner way) - even just making net worth data selectable would be helpful.

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  • evan232
    evan232 Member ✭

    Adding the ability to export the Accounts summary on the Reports: Net Worth Tab and the Investments summary would be incredible. I like to track in my own spreadsheet as well.

  • cweiland
    cweiland Member
    edited October 17

    Adding support for this and similar reporting features is key for me. I don't need to custom-configure and export a CSV file of transactions (at least, not frequently) but I do need to export data like the Net Worth Report to PDF to bring to my discussions with my financial advisor and to have a hard copy to review. The lack of this feature is a major blocker for me to renew my subscription. Even the ability to print the entire page as a PDF using the browser's Print capability would be OK in the short term, but I'm not even able to do that.

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