Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

Thanks UrsulaA, but that request is not the same. There is no reference to a summary table with totals in the other post. Simplifi already has a Net Income report with a line overtop for net income, but it doesn't offer the level of detail in a summary table that Mint provided and that I find very useful. The monthly bar graphs with detailed data (e.g., total monthly income/expense/net income) only being visible on screen one month at a time (by mousing over each monthly bar graph) in the Net Income report isn't good enough.

This is an example from Mint of the summary table I am asking for in the request above. It is important to me because I mainly used Mint for over 12 years to monitor and track my net income over time and I am hoping to do the same with Simplifi. I never have used other budget tools and don't intend to start. One of my primary goals is to increase my net worth over time and to do that it is very important to make sure I have positive net income over the past 12 months. Monitoring and maintaining positive average net income over 12 months is one of my primary ways to achieve this goal and this type of 12 month summary table let's me easily know where I am in relation to those goals and quantify exactly how successful I am.

@UrsulaA

Thank you for sharing. Nice find, but extremely disappointing that it was too good to be true.

@Coach Natalie

Reporting of summary net income in a table is just basic finance & accounting 101. It may not be a feature most people want, but it is a feature most people need to effectively manage their money. I have used it with Mint for over 12 years to great success.

There is little hope this feature will ever garner enough popular votes to be implemented. The majority of people focus on budgeting and cash flow management, so these will be the types of features that get the most votes. Using popularity alone to decide on requested features is a flawed business approach. Before Apple launched the first iPhone, they didn't just include product features that were popular and demanded. They also gave consumers useful features they didn't realize they needed. This requested feature falls into the latter category.

@UrsulaA Thanks for the suggestion, but unfortunately the report for net income on the mobile app isn't really useful for me and definitely isn't a substitute for what I was using with Mint. The mobile Simplifi report does not include income and expense totals by month that are used to calculate the net income number. Without those numbers on the same screen, it provides me no context to understand why my net income jumps all over the place, including negative and positive months.

For example, the number of paychecks received varies from month to month and can be a significant driver of changes in monthly income and net income. You can't see that as a driver/reason for the difference in net income amount compared to other months with the Simplifi mobile app Net Income report because the Net Income report doesn't show monthly income totals. Also, I have expenses that are more seasonal in nature. My average net income for the 6 months that includes these seasonal expenses is significantly lower than the other 6 months of the year. As a result, the 6 month average net income number displayed in the Simplified Net Income mobile app report is very distorted compared to the other 6 months of the year and distorted compared to the 12 month average, and is therefore not useful.