u/discoveringnature12

Hi everyone, quick question about Quicken Simplifi reporting.

Is there a way to compare spending month over month or year over year for a specific category in a single view, ideally as a graph?

I know I can open the same report in two tabs or windows and compare manually, but I am hoping there is a built-in report or setting that shows MoM or YoY trends for one category in one chart. If so, where is it located?

I have a folder in my Documents directory on macOS that I want to move into the “On My iPhone” folder in the Files app on my iPhone.

What’s the simplest way to do this via Shortcuts? Any tips?

This folder contains a bunch of app settings that I want to keep in sync between macOS and iOS for this specific app. The app does not support any sync capability right now, and it also does not support changing the folder where the data is stored, so can't use iCloud either.