Trend of banking balance

Icho51
Icho51 Member
edited April 3 in Feedback

QS offers trend reports for investments. Is there a way to produce a report of the balance in my banking accounts (net cash) over time?

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  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Good news! This feature already exists. Go to the net worth report and select the accounts you want to see over time.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Icho51
    Icho51 Member

    Thanks! Found it and it works on my mobile app; will check out the web app later. It is a pain to have to select the accounts each time, however. Is there a way to save the filter setting?

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Unfortunately, there is not a way to save the filter setting. There is a feature request open to implement saved filters in reports, vote for it below.

    https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

This discussion has been closed.

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