Is there a spending report which compares MTD over time?
I would like to compare MTD values over time. For example, look at how much I've spent from the beginning of the month to the 12th of each month for the last 6 months.
This would be very helpful when researching the "Spending update" alerts which states "So far, you spent $___.__ more than this time last month.". When you click on this alert now, it simply shows you what you spent this month MTD and does not show the comparison to last month.
Best Answer
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Hi @okc resident,
Thank you for reaching out and sharing this suggestion and for the detailed example of how you’d like to compare month-to-date spending over time.
Quicken Simplifi does not currently have a dedicated report that compares spending month-to-date across multiple months using the same day-of-month cutoff. One option you may want to explore is the Spending Summary report grouped by Month. If you set a custom date range (for example, the 1st through the 12th) and view the report by month, it may help provide a comparison of spending for the same portion of each month over your selected time period.
However, if you would like to submit an official request for this feature to be considered in the future, you can create an Idea post here. This allows other users who have the same or a similar request to vote for and follow the idea, which helps our Product Team gauge interest when reviewing potential enhancements.
We also have these existing requests that you may be interested in:
And our FAQ here has more details on how Idea posts work:
I hope this helps!
-Coach Laura
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