Report Breakdown by Sub-Category

Travis H
Travis H Member ✭✭
edited March 22 in Feedback

3 related feature requests:

  1. "spending over time" reports do not allow a breakdown by sub-category. Pls add.
  2. "Total Spending" reports do not support a drill down to sub-category on mobile. Pls add.
  3. After drilling down to sub-category (only allowed on web - see #2 above), further drill down is supported, but the end result is a category of just one thing (the same sub category - which isn't useful as that information is really a drill down at all). It'd be better to make this third drill down automatically transition to "payees". eg., drilling down from "Food" [category] to "Restaurants" [sub category] .. and then further to "Payees" would reveal a breakdown of {"Starbucks", "Red Robin", …etc.)

    I would find any / all of the above related features extremely valuable.

    FWIW, I love this Simpli. It is the best personal finance tool out there [period]. Thanks for continuing to advance it.

Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited February 24

    Thanks for posting your ideas.

    Per community guidelines, each feature request should be posted separately. See more on the post below. Given that this post has more than one idea, the post needs to be modified or broken down into two posts if the idea I linked below does not match your need.

    Idea 1 - "spending over time" reports do not allow a breakdown by sub-category. Pls add. - Can stay on this request.

    Ideas 2 and 3 - see below

    These ideas already exist. Vote for them below. The more votes, the more likely your ideas will be considered.

    Idea 2 "Total Spending" reports do not support a drill down to sub-category on mobile. Pls add.

    Idea 3

    After drilling down to sub-category (only allowed on web - see #2 above), further drill down is supported, but the end result is a category of just one thing (the same sub category - which isn't useful as that information is really a drill down at all). It'd be better to make this third drill down automatically transition to "payees". eg., drilling down from "Food" [category] to "Restaurants" [sub category] .. and then further to "Payees" would reveal a breakdown of {"Starbucks", "Red Robin", …etc.)

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

This discussion has been closed.