Savings Goals Report (edited)

kwalley73

I would REALLY love it if there was a report that could show contributions and withdrawals and balances — and that you could select the time period for the report as well (this month, last month, custom, etc.). I know many other people have also asked about this so it seems clear that your customers would really appreciate this. Just wanted to also let you know that this is what I feel is the most lacking in the product. Please consider moving it up the priority list.

Thanks!

Coach Natalie

@kwalley73, thanks for posting your suggestion to the Community!

I'd suggest adding your vote and feedback to this existing request for a Savings Goal Report, and then following it for future updates:

https://community.simplifimoney.com/discussion/4801/add-a-savings-goal-report-edited

I hope this helps!

-Coach Natalie