Simple Budget Report

ericksonjb
ericksonjb Member
edited August 2 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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