Overview

Simplifi's Reports make it easy to look at your income and spending over time, which is a great tool for building a healthy financial future. You can also easily track refunds, as well as review your Monthly Summary, all from within the Simplifi Mobile App!

Types of Reports

You can access Simplifi's Reports by clicking the Menu icon (the three lines in the upper left corner), and then selecting Reports.

Total Spending

The Total Spending Report gives you a breakdown of your spending over time, using your Categories, Payees, or Tags. You can then choose the Time Range by which you'd like to view your spending, by selecting from the list of available ranges, or by creating your own custom range.

The graph displayed at the top of this Report makes it easy to see your spending for each area. You can select any of the items listed below the graph to see a list of the transactions included for that area.

This Report also comes with the ability to apply Filters, such as specific Categories, Payees, or Accounts, which gives you the full flexibility to see where, when and what you're spending your money on.

Spending by Month

The Spending by Month Report gives you a breakdown of your spending over the last 6 months, including the current month, displayed by month.

When selecting this Report, you'll see an interactive graph at the top that shows you your spending for each month. You can select any of the bars in the graph to see a list of all of the transactions included for that month. Or, if you'd prefer, you can also access the list of transactions for any given month by selecting the desired month displayed below the graph.

This Report also gives you the ability to apply Filters, such as specific Categories, Payees, or Accounts, which allows the flexibility to narrow down your spending patterns even further.

Net Income by Month

The Net Income by Month Report gives you a breakdown of your net income (income after expenses) over the last 6 months, including the current month, displayed by month.

This Report comes with an interactive graph that shows you your net income for each month, where you can select any of the dots in the graph to see a list of all of the transactions included for that month. You can also access the list of transactions for any given month by selecting the desired month displayed below the graph.

Savings

The Savings Report gives you a breakdown of your end-of-month balances for any Savings accounts that you're tracking in Simplifi, broken down by account.

The graph displayed at the top of this Report makes it easy to see your total Savings balance over time, and below the graph, you'll see your end-of-month balances for each month. You can select any of the items listed below the graph to see a list of any savings deposits made that month.

This Report can be displayed by different Time Ranges, where you can choose from the list of available ranges, as well as create your own custom range. You can also Filter this Report to select which of your Savings accounts you'd like to view.

Monthly Summary

The Monthly Summary Report gives you your Income, Expenses, Net Income, Top Spending by Category, Top Spending by Payee, and the Progress made towards your Savings Goals for the prior month.

This Report makes it easy to see, at a glance, where you were at for the prior month, and it also lets you know how you're doing compared to the month before!

Refund Tracker

Click here to learn more about using the Refund Tracker on the Simplifi Mobile App.

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