Make Reports filtering easier

dsa157

• I am trying to pull historical reports for the past few years since importing my data from Mint
  
  1. I set a date range for a past month (example: Jan 2023) and look at my spending. If I then want to switch tabs and look at income and net income for the same month, the date range resets to the default values. That makes me have to select the date range again. Please consider keeping custom ranges across tabs until I want to reset it.
  
  2. Make it easier to pick the date range for a month. rather than having to set the first and last day of the month, let me click the month header (Jan 2023) and automatically set Jan 1 - Jan 31
  
  3. provide similar saved filters for breakdown and filters. As it stands today, it ios very frsutrating and cumbersome to have to keep resetting my ranges and filters.

Coach Natalie

@dsa157, thanks for posting your suggestions to the Community!

I went ahead and moved this out of Feature Requests, as you want to submit just one suggestion per request in accordance with our guidelines here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

With that, however, it sounds like we have a couple of existing requests that will meet your needs:

https://community.simplifimoney.com/discussion/975/saved-filters-in-reports-and-registers-edited-2-merged-vote

https://community.simplifimoney.com/discussion/5648/dont-reset-the-date-range-selection-in-reports-when-navigating-away-edited

We also have a request for Saved Reports:

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

For any additional requests, such as the ability to click the month header in the Date Range Filter to filter the report to that month, please go ahead and create a separate request for each suggestion so other users can vote on that individual request accordingly.

I hope this helps!

-Coach Natalie