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.

Income

The Income Report gives you a breakdown of your income over time, displayed by month. You can then choose the Date Range by which you'd like to view your income, 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 income over time, as well as provides an income total for the chosen Time Range. You can select any of the months displayed below the graph to see a list of all income transactions for that month, as well as edit the transactions.

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 and when you've had income.

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 Date 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, as well as edit the transactions.

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 by month and can be broken down by specific Date Ranges.

When selecting this Report, you'll see a graph at the top that shows you your spending for each month. You can select any of the months listed below the graph to see a list of the transactions included for that area, as well as edit the transactions.

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, as well as edit them, 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 savings balances for each month. You can select any of the months listed below the graph to see a list of any savings deposits made that month, as well as edit them.

This Report can be displayed by different Date 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.


Viewing Subcategories in the Spending Reports

If you're looking to view specific Subcategories in your Spending Reports, we've got you covered! You can easily filter your Report to include just the Subcategories that you'd like to see.

To do so, you'll want to navigate to your Report, make sure that the Breakdown is 'By Categories', and then select Filters. Here, you'll select Categories, and then you can expand the primary Category options by clicking the little arrow to the right of the Category, and then select the Subcategories that you'd like to view in your Report. When done, click Apply and then Show results and your Report will now be filtered by the Subcategories that you selected!

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


How to Ignore Accounts From Reports on the Mobile App

Having the ability to Ignore Accounts from Reports in Simplifi makes running Reports even easier! With this ability, you can easily exclude an entire account, or accounts, from your Reports, with just the click of a button!

Note: Ignoring an account from Reports will automatically ignore it from the Spending Plan and Watchlists as well.

Ignore an Account from Reports

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Accounts.

  3. Locate the Account that you'd like to Ignore from Reports and click the three dots at the end of it.

  4. Select Ignore from reports.

Re-Include an Account in Reports

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then Accounts.

  3. Locate the Account that you'd like to Re-Include in Reports and click the three dots at the end of it.

  4. Select Include in reports.


Frequently Asked Questions

Learn the answers to frequently asked questions for this topic!

Can I download or print a Report?

Sadly, Simplifi doesn't offer the ability to download or print Reports. However, you can export the Transaction Activity associated with a Report into a CSV file that can be printed. To learn how to export transactions, check out our help article here! Please note that exporting transactions is currently only available on the Simplifi Web App.

How do I ignore transactions from Reports?

Ignoring transactions from Reports is super easy! You can ignore a transaction from the Report directly, as well as anywhere else you see your transactions in Simplifi. Find out more here!

How are Credit Card Payments and Transfers handled in Reports?

Transactions with a 'Transfer' Category, including "Credit Card Payment", will always be excluded from Reports, even if you select to include it. Please see here for more details on using Transfers on the Simplifi Mobile App.


If you need any assistance with Simplifi's Reports, you can contact our Support Team here.

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

Did this answer your question?