Income & Expense Report: Share your feedback here!

I see no method to print?
Seems like Reports are to be printed.

Ability to hide graph would be good.

Headings on detailed table do get lost when scolling down.

I just noticed there is an inconsistency between income in the Income report, and income in the Income & Expense report - they don’t match. The I&E report shows less income than the Income report. I noticed interest income and dividend income aren’t reported in I&E, while it is in the Income report as it should. Presume that’s a bug?

Hi Natalie, I did some bug hunting and here’s what is happening: I have an ‘Interest Income’ subcategaory under the category ‘Investments’. All my interest income is categorized that way. That gets reported in the report “Income” but it doesn’t get reported in the Interest & Expense report. Shouldn’t both reports display the same numbers under’Income’ or does one report use a different definition for income?

In your case, your “interest earned” subcategory is linked to the “Personal Income” category, which gets reported in both reports.

If I rename all my ‘interest income’ subcategory to ‘interest earned’ under Personal Income, the funds show in both reports.

As for the dividends that get reported in the Income report, but not in Income & Expense, these are not transactions but payments - like interest earned. It also doesn’t make sense that one Income report reports them, and the other Income report does not.

The short story is that the Income & Expense report excludes all subcategories that fall under the Investment category, which doesn’t make sense. The regular “Income” report does take these into consideration. In other words, Simplifi has two different kinds of Income reports. One that includes all the income (Income report) and one that excludes everything tagged Investments, even if these aren’t transactions. I would say the latter is wrong unless the Simplifi considers investment income to not count as income.

Hi Nathalie, by Income Report I mean the Income report on the web. Select Reports, and you have the following reports: Spending, Income, Income & Expense, Savings, Net Worth, etc. The income in Income and the income in Income & Expense need to be the same. As mentioned, the latter excludes everything categorized under Investments, the former does not.

Dividend earnings are included in the Income report. You are prob. thinking about dividend reinvestments, which is a transaction, but some dividends are not reinvested. They are simply credited to the account, just like interest from a Savings account. I spent the last hour reclassifying everything under new sub categories under Personal Income because of this bug. The two Income reports now report the same - which confirms the bug I mentioned for Investments in I&E. Maybe this helps others.

See here, with a test dividend added. You’ll see that the income report shows a $100 dividend and a total of 10,558 whereas the income and expense report doesn’t count the dividend and shows a total income of 10,458, i.e. $100 less. Again, I have re-categorized everything so this bug doesn’t affect me any longer but just to show. Two different types of income.

I believe I have identified a bug in the Income & Expense report. I'm using web version 4.63.0 of Simplifi personal.

It appears that expense transactions (and perhaps income transactions as well, but I didn't test any income transactions) inside any of the Liability account types do not show up on the Income & Expense report. All of my Liability accounts happen to be manual accounts, so not sure if expenses transacted through a non-manual Liability account would show on the Income & Expense report correctly.

I detected this because the total expenses on the Income & Expense report were not matching the total from the Spending report for a particular month. I was able to fix this with a workaround by changing the account types for all my Liability accounts to Other Asset account types. When I made this change, the expenses in these accounts began to appear on the Income & Expense report. Thus, I will leave these account types as Other Asset for the time being but would like to change them back to Other Liability when this bug is fixed.

Thanks,

Jeff

@Coach Natalie You have plenty of details to go by for the devs - the point was that the two income reports in Simplifi look at the transactions data in different ways. I gave two screenshots showing exactly that. I also wrote that subcategories under the investment category get reported in one income report, but not in the other. After writing and recategorizing transactions of the last several years to offset that bug, and spending 2 hours on this, incidentally, my annual fee for Simplifi was charged, reminding me that I’m not getting paid for all this :-). I’ve found a workaround for the bug on my end. Perhaps you tell the devs about the inconsistency across the two income reports….or you don’t. I was trying to be helpful, but I’m not going to spend more time on this.

Hello,

There is a bug with the feature where if you select a date range greater than one year, not all the data is shown and the net income line goes crazy.

Would love to see full monthly breakdown over longer period of time than 1 year.

@Coach Natalie

Did you see my bug report from June 14?

I've found another bug. It's hard to reproduce, but if you select any 12 month date range, your mouse hovers over the bar graphs show the summary just fine. But if you then filter on specific accounts, one of the previous mouse hovers will get "stuck" and permanently appear over the graph. The rest will continue to work as expected with a mouse hover, but this one just persists. The only way to get rid of it is to switch to a completely different report. I'm running Chrome on Windows 11 Pro, Simplifi web version 4.64.1. Haven't cleared the browser cache lately but do so fairly regularly.

The line colors are all the same - red - for Income, Expense and Net Income. The bar colors correspond to the legend. But the lines are all red and it's confusing.

@Technomutt @Coach Natalie I was able to replicate the issue Technomutt mentioned in Edge as well.

I'd like to be able to filter by flag color and select unflagged as an option similar to the previous net income by month report.