Trend of banking balance

Icho51

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?

UrsulaA

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

Icho51

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

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