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  • Official comment
    Liz B.

    Hi Julia,

    I can definitely help you with that. In SimplePractice you have access to several different Insights reports. One you might find useful is the Income by month report, which breaks down the payments you receive in a month by Client Payments, Insurance Payments, and Total.

    For a more detailed breakdown you can also go to your Billing page and click Export Transactions to export all of the billing information for a specified period of time. This export will include all client and insurance payments you take in within that period time, and it can be opened and manipulated in a spreadsheet application like Microsoft Office, Numbers on Mac, or Google Sheets.

    To learn more, check out our Help Center guides:

    Please let me know if there is anything else I can do to help you,

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