Accounts Info Download option

bkbryce · February 1

It would be nice if I could download all the Account info for my various banks, investment firms credit card companies, etc. as Simplifi is the only place all that info is stored in one place. I want to share it with my brother-in-law who is my accountant and estate attorney in case something happens to me, the house burns down, etc.

sbennet1 · February 1

That would be useful Maybe a report also

DryHeat · February 1

I agree. I also think it would be useful if we could download even more of our setup information, including a structured category list and a list of our defined tags.

sbennet1 · February 1

Yes I would like a category list and maybe rules and recurring if possible

Coach Natalie · 3:14PM

@bkbryce, thanks for posting your suggestion to the Community!

I went ahead and moved this out of Feature Requests for now, as it seems we already have an existing request for the same type of download option:

https://community.simplifimoney.com/discussion/12858/add-ability-to-print-formatted-net-worth-statements-edited

If this matches your request, let us know, and we can merge the two requests and the vote counts! If this request differs, please describe how and provide more details on what specifically you're looking to download for your accounts.

Regarding the mentions of other items users would like to download, a separate request will need to be created for each one in accordance with our guidelines here.

We also have an existing request for the ability to download the category list specifically that can be voted for here:

https://community.simplifimoney.com/discussion/4749/ability-to-download-print-the-category-list-with-subcategories-edited

Much appreciated!

Accounts Info Download option

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