Add a Report for Spending by Account [edited] (1 Merged Vote)

jsy42 Member ✭✭✭
edited February 14 in Feature Requests

I frequently need to find the total spend for an account in a previous month. The only way to do this now is to enter a search query or multi-select many transactions in the transaction list for the account.

Instead, it seems like you should be able to use Insights to view Spending by Account for (Month, Last Month, etc.).

3 votes

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @jsy42 I see what you mean. You can see all of the transactions for a single Payee, or all of the transactions for a single month, but not both! However, you can set up a Watchlist for a Payee, with a spending target, and see your previous monthly activity for that Payee. Let us know if you have questions about how to do that, and welcome to Simplifi!

  • On the Spending report, it would be nice to be able to breakdown expenses by account. It would give the ability to see which kinds of expenses are running through each bank account/credit card/etc. 
  • dagnabit2000
    dagnabit2000 Member ✭✭
    It would be great to be able to filter by account type when generating reports.  For example Credit Card,  Savings, Checking, etc.  The accounts are already grouped in this manor on the Accounts list just use those categories.