Monthly Summary

16

Up Down

Ability to view any month in the Monthly Summary Report (edited)

Active System 248 views 14 comments 16 points Most recent by Dakota June 11Feature Requests
5

Up Down

Monthly Summary Report: Change the color for over-contributed Savings Goals (edited)

Active DannyB 41 views 4 comments 5 points Most recent by DannyB December 2024Feature Requests
Record Monthly Surplus

Closed SRC54 75 views 6 comments 5 points Most recent by DannyB August 2024Share your Success!
Monthly report says all savings goals are new

Closed commatelier 51 views 5 comments 0 points Most recent by Coach Natalie April 2024Report a Bug
Comparing results for February

Closed DannyB 65 views 0 comments 3 points Started by DannyB March 2024 How do you Quicken Simplifi?
Monthly Summary and Transfers

Closed DannyB 172 views 15 comments 1 point Most recent by UrsulaA March 2024Feedback
Merged: Monthly Summary History

brad08 1 view 0 comments 3 points Started by brad08 March 2024 Feature Requests
Monthly Summary Wrong Top Payee & Top Category vs Reports

Closed zeroskatr512 21 views 2 comments 0 points Most recent by zeroskatr512 January 2024Using Reports
Merged: Show progress (summary) against Monthly Spending Plan

collin.snow 21 views 0 comments 1 point Started by collin.snow December 2023 Feature Requests