Add a historical month-by-month Spending Plan Report (edited)
I'm a heavy user of the Spending Plan and I often find myself flipping back through the Spending Plan page month by month to see how I have been doing over time.
It would be helpful if there were a report that showed the Spending Plan results for the last "X" completed months in columns side-by-side.
A simple version of the report would show the six main numbers along with an average, like this:
An expanded version of the report could show more detail, like this:
It would be great to see this historical information organized in the same way as the Spending Plan so that — for those of us who focus heavily on the Spending Plan — it is easier to evaluate how we are doing.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)
Comments
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Agreed!
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
I would use this, already added my vote (was going to leava a comment then, but had to run out for a dental appointment).
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Rob Wilkens - RobWilkens.com1 -
Great idea. I've tried for a while to think of something to do with old Spending Plans. This would give them some purpose. Upvoted!
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)1 -
Great idea! A great way to see your trends over time!
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