Simple Budget Report

ericksonjb
ericksonjb Member
edited August 2024 in Using the Spending Plan

For those of us not fully immersed in Simplifi's approach to budgeting (the spending plan), it would be helpful to add a simple budget vs actual report to the Reports tab. Nothing wildly complex or visual. Just a list of top-level categories with the actual amount, the budgeted amount, and the difference. If you want to go really wild, add in percent over/under and a few graphs. Just like other reports, let us adjust the date range.

Really simple. Incredibly useful for more traditional budgeters. Basically, this is a nod to the many, many former Mint customers who are now in your user base.

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