Best Of

We’re excited to announce a new feature that's now available to all Quicken Simplifi users — both QBP and Personal subscribers — across the Web and Mobile Apps!

What's New?

Your time matters. With this update, your customized views and filters in Reports will now stick around, even when you navigate away. Here’s what you can expect:

• Report Filters: All of your filter selections will stay in place — no need to reapply!
• Date Range: All of your date range selections will also stay in place.
• Report View Options (those behind the gear icon): Now persist across sessions.
• Graphs: Graph customizations will persist across sessions.
• Cross-Platform Consistency: Filter settings in reports persist seamlessly between the Web and Mobile Apps.

A Few Things to Know:

• Each report offers its own individual saved views, meaning that the customizations will not carry from report to report.
• A "Reset Report" button lets you return any report to its default view with a click. This makes it easy to clear everything and start from scratch.
• Web and Mobile reporting features may not align, as the reports don't have the exact same features, so some things will not be preserved between the two platforms.
• The Mobile App has more reports than the Web App, so the Mobile-only reports will preserve data on their own.
• On QBP, the Profit and Loss Report has rows and columns, and sometimes an Interval. This will only be remembered on the Web App, as you cannot set these items on the Mobile App.

This enhancement is all about making your experience smoother and faster! We want to give users the ability to customize their report views, and have those saved so they can be used again and again. We've heard loud and clear that users want the ability to save multiple reports — this is just the first step to that long-term goal.

So go ahead — customize your report views, switch devices, and pick up right where you left off! And please let us know what you think of this enhancement by clicking the link below!