Simplifi helped with Tax Season

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UrsulaA
UrsulaA Superuser ✭✭✭✭
edited February 29 in Share your Success!

I used a combination of initial download data and imported data from Mint to quickly list expenses that are deductible from my freelance income. Thanks, Simplifi!

Took a few clicks in the reports screen.

Simplifi User Since Nov 2023

Minter 2014-2023

Questionable Excel before 2014 to present

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    Awesome! 🎉

    -Coach Natalie

  • DannyB
    DannyB Superuser ✭✭✭✭✭
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    👍️

    I receive a clergy pension that is designated as housing allowance. I have a Housing category which includes all my allowable housing expenses as sub-categories. A couple of clicks in Reports and boom, I had a report on how much I spent for housing in 2023!

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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