Overview

Having the ability to review your finances over a period of time is a great way to understand your spending habits and make plans for the future. Well, look no further!

In Simplifi's Reports section, you’ll be able to review your spending and income by a Payee’s name, Category, or even a Tag, as well as access your Monthly Summary. Reports are a great tool to help keep your finances under control!

How to Access Reports

To get to the Reports section, hover over the panel on the left-hand side and select Reports:

Using Filters

In your Reports, you'll have the ability to select what kind of historical information you want to review, as well as how you'd like it sorted, and using the different Filter options can help simplify your view.

With the Breakdown filter, you can select if you'd like your Report to be broken down by Payee, Category, Tag, or by nothing at all. With the Date Range option, you can select the date range by which you'd like to view your data. And with the available Filter options, you can refine your data even further.

Filtering Your Spending by Category Report to View Subcategories

You can also Filter the Spending by Category Report to easily view your Subcategories! To do so, you'll want to navigate to the Spending by Category Report, make sure that the Breakdown is 'By Category', and then select Filters.

Next, from the Categories tab in the Filters window, you can expand the primary Category options by clicking the little arrow to the left of the Category, which will then allow you to select the Subcategories that you'd like to view in your Report. Once done, click Apply, and voila!

Note: If you selected multiple Subcategories to filter your Report by, you can click on the primary Category from the graph to see the breakdown of each individual Subcategory.

Types of Reports

Simplifi offers a variety of Reports, depending on what you're looking for!

Spending Report

With the Spending Report, you’ll be able to see exactly where your money is going, and with the available Filter options, you can drill down into your spending even further.


Income Report

With the Income Report, you’ll have access to all of the same features as the Spending Report, but this Report will break down your income.


Net Income Report

With the Net Income Report, you can monitor your net income (income after expenses) from previous months, as well as see where you're at for the current month.


Savings Report

The Savings Report allows you to see how your savings grows over time!


Monthly Summary

Want to know what your finances look like at the end of the month? Well, look no further, and behold the Monthly Summary Report! Take a look at your top Categories and Payees for the month, as well as compare your total expenses and income from the previous month. You can also see the progress made towards your Goals!


Refund Tracker

For more details on using the Refund Tracker, please click here!

To learn more about using Reports on the Simplifi Mobile App, please click here!

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