Overview

Simplifi comes fully equipped with some of the most common (and helpful) Reports, as well as the ability to Export data! This can be useful for creating custom reports outside of Simplifi's current selection.

Note: Exporting Investment Transactions and Importing data into Simplifi are potential future enhancements. Keep an eye out for these and other new features!

Instructions

How to Export data from one account:

1. Hover over the left side panel and select Transactions.
2. Select the Account you wish to Export from.
3. Place a check mark in the box to the left of each Transaction you wish to Export.
4. Once all Transactions are selected, click the Download icon to download the CSV file:

How to Export from multiple accounts:

1. Hover over the left side panel and select Transactions.
2. When selecting transactions from multiple accounts, you can make things easy by choosing exactly which transactions to display. For example, clicking Net Worth displays every single Transaction comprising your Net Worth Balance; clicking something like Banking or Credit will display only the transactions in those accounts:

3. Place a check mark in the box to the left of each Transaction you wish to Export.
4. Once all Transactions are selected, click the Download icon.

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