Saved Reports as a Dashboard Widget (edited)

papermuffins
papermuffins Member ✭✭✭
edited August 2023 in Feature Requests

From the request:

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

Once I have reports savable, I would like to be able to decide to use those on the Simplifi dashboard so I do not have to dig into the reports screen. Most of the reports I need are for watchful awareness. The watchlist report somewhat provides that, but it's a hack at best.

[updated link to existing Idea post]

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited August 2023

    Hello @papermuffins,

    Thanks for posting your request to the Community!

    I have gone ahead and turned this into an Idea post so other users can vote on it and our Product Team can review it. I also updated the link to the request for Saved Reports to the existing Idea post for that ability.

    I hope this helps!

    -Coach Natalie

    -Coach Natalie

  • JBThe@rchitech
    JBThe@rchitech Member

    I'd like to be able to add specific reports I've created in simplifi to my dashboard. Specifically, I would really like to have projected cash flow but I can see how other users might want to have their own reports to be easily accessed in the dashboard.

  • Coach Kristina
    Coach Kristina Moderator admin
    edited May 2025

    Hello @JBThe@rchitech,

    Thank you for coming to the Community to share your feedback!

    Since you mentioned you'd specifically like to see projected cash flow, you may find this Idea interesting:

    https://community.simplifimoney.com/discussion/3522/add-dashboard-card-for-projected-cashflow-balance-until-next-paycheck

    You may also find this similar Idea interesting: [removed link to merged thread]

    Please add your vote and a comment to these ideas if you'd like to see these features added. Ideas that get enough votes may be implemented in the future!

    Thank you!

    -Coach Kristina

  • sidewalkboots
    sidewalkboots Member ✭✭

    Much as the Net Worth widget is linked to the user's settings for display on the Net Worth page, it would be nice for the income and spending to be linked to the settings for a set of spending and income reports, so that the settings for filters, cash/accrual basis can affect the dashboard widgets. Maybe the settings for the spending in income reports that live on the Transactions page can be linked to the dashboard.

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