Add a Report for Spending by Account [edited]

jsy42 Unconfirmed, Member
edited September 2020 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.).

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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!