Reports update

jroseb

Things I desperately miss from Mint:
-Seeing my networth not only as a Month over Month graph but also a table with a total/sum at the bottom to track

-Being able to expand the columns - you can't see the full date ever, in any view on Simplifi. This is horrible if you need to take screenshots.

-Being able to pick the columns in my report, some of them are so unnecessary (i.e. "Tags")

-When I click on expenses the expenses should be filtered in the transaction activity (such a nice user experience)

Coach Natalie

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

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

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

With that, we have existing requests that cover some of the items you mentioned:

https://community.simplifimoney.com/discussion/940/customizable-columns-in-reports-include-notes-column-edited

https://community.simplifimoney.com/discussion/45/ability-to-adjust-column-widths-in-account-registers-edited-11-merged-votes

For the first item you mentioned, I'm not sure if you're using the Web App or the Mobile App, but the Net Worth Report on the Web App shows a table below the graph with account totals:

And for the last item you mentioned, when clicking on an expense from a Report like the Spending Report, it will drill the Transaction Activity down to just those items —

I hope this helps get you pointed in the right direction!

-Coach Natalie