All Collections
Using Simplifi
Using Reports in Simplifi
Using Reports in Simplifi

Learn what Simplifi's Reports can do for you!

Natalie avatar
Written by Natalie
Updated over a week ago


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, and even track refunds. Reports are a great tool to help keep your finances under control!

Note: Transactions that are excluded from Reports will still be displayed in the Transaction Activity of the Report, but will be greyed out and will not be counted toward the calculations.

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 Filters option, 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 Report, make sure 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 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!

Net Worth Report

The Net Worth Report shows you your net worth over time based on historical account balances.

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!

Frequently Asked Questions

Learn the answers to frequently asked questions for this topic!

Can I download or print a Report?

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 exclude transactions from Reports?

Excluding transactions from Reports is super easy! You can exclude a transaction from the Report directly, as well as anywhere else you see your transactions in Simplifi. When excluding a transaction from Reports, you'll still see the transaction in the Transaction Activity of the Report, however, it will not be included in the calculations. Find out more here!

How do I exclude an account from Reports?

You can easily exclude an entire account from Reports! Doing so will also exclude the account from Watchlists. Learn how to exclude an account 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 in Simplifi.

What is the "Everything else" bucket in the Spending Report?

The Spending Report will only show the top 8 Categories, and then everything else will be placed into the "Everything else" bucket. To see your additional spending Categories, just click on "Everything else" for a drill-down!

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

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

Did this answer your question?