Please -QUARTERLY AND YEARLY reporting

RobertInSF

EVERYTHING Is month to month. I need to see the reports also Quarterly and Yearly, compared to last year.

I'd really really really like to ditch Monarch Money.

Is Simplifi going to do the MINT TREDS NET INCOME report or is Simplifi going to enhance their reports to be groups Quarterly and Yearly?

HELP!!!

UrsulaA

Vote for the request below for annual time periods

https://community.simplifimoney.com/discussion/2736/reports-add-all-time-range-and-by-year-display-option-for-annual-comparison-in-all-reports

Cannot find a request for quarterly time periods. I wonder if the request above will cover custom time ranges (monthly, quarterly). @Coach Natalie @Coach Kristina

P.S. I ditched Monarch Money for Simplifi. Better data connections and support for me.

RobWilk

By hand, you can select custom date ranges for the report, and see quarterly or yearly, and manually compare it to the previous quarter/year by changing the dates again. Not ideal but doable.

Coach Natalie

@RobertInSF, we also have a request here you may be interested in:

https://community.simplifimoney.com/discussion/23/reports-add-a-comparison-view-report-edited-4-merged-votes

-Coach Natalie

JNL

Would love to see a yearly option in the form of a Sankey diagram too