Using Reports

Discussion List

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  Net Worth Report

  Answered ✓ Adanac 85 views 12 comments 0 points Most recent by Adanac March 23
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  Detailed report printouts in Simplify as in Classic & competitors (CountAbout)

  GatorJeff 35 views 1 comment 0 points Most recent by Coach Jon March 13
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  Taxes Report not showing under Reports (Early Access)

  Closed Odin700 22 views 5 comments 0 points Most recent by SRC54 March 2
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 43 views 6 comments 0 points Most recent by Coach Natalie February 18
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  how to print full reports in Simplifi

  Closed trtrlik 121 views 3 comments 0 points Most recent by Charles Collins February 8
• 
  Quicken Lifetime Overview -- inflation source?

  Answered ✓ Closed KSQuick 22 views 1 comment 0 points Most recent by RobWilk January 31
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  Save report date range (edited)

  Closed TommyS 32 views 1 comment 0 points Most recent by Coach Natalie December 2024
• 
  Bar graph default view in reports

  Closed BadgerHat 11 views 1 comment 0 points Most recent by RobWilk December 2024
• 
  Filter reports the whole split charge instead of just the category needed?

  Answered ✓ Closed jcf227 21 views 2 comments 0 points Most recent by jcf227 November 2024
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  summary report of total spending by payee for the year

  Closed easbeck 44 views 1 comment 1 point Most recent by Coach Jon October 2024
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  Customize columns on reports (I'd like to see "Notes" on my report transactions)

  Closed Cavein 56 views 2 comments 3 points Most recent by Cavein October 2024
• 
  Income statement by month

  Closed Nicki 21 views 1 comment 0 points Most recent by Coach Jon October 2024
• 
  how to exclude certain tags on reports?

  Answered ✓ Closed maxtheinvest 43 views 2 comments 0 points Most recent by maxtheinvest September 2024
• 
  Increase Net Worth Change Granularity

  Closed LakGoy 31 views 2 comments 1 point Most recent by Coach Jon September 2024
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  Creating Reports / Using Tags

  Answered ✓ htc630 41 views 3 comments 0 points Most recent by htc630 September 2024
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  Sub Categories in Reports and Saved Reported (edited)

  Closed Mountain Boy 33 views 1 comment 2 points Most recent by Coach Natalie August 2024
• 
  Why is not net income available on the dashboard?

  Closed N4KHQ 31 views 4 comments 0 points Most recent by N4KHQ July 2024
• 
  How are you all sharing meaningful reports with spouses outside of the app?

  Closed tylertervooren 104 views 3 comments 0 points Most recent by KP_9 June 2024
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  Why is Net Worth ignoring new debt transaction?

  Answered ✓ Closed UghJustLetMeReadNow 61 views 3 comments 0 points Most recent by UghJustLetMeReadNow June 2024
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  Reports: Improve time frames & show totals over the selected time period

  Closed BlueGrits 31 views 1 comment 4 points Most recent by Coach Jon June 2024
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  Why does the "Net Income" report not match spending report "Available"

  Closed DANK 111 views 10 comments 0 points Most recent by Coach Jon June 2024
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  Report by category

  Closed simplira 116 views 12 comments 0 points Most recent by RobWilk June 2024
• 
  Is Reports missing on web version?

  Answered ✓ Closed YvonneG 72 views 3 comments 0 points Most recent by YvonneG June 2024
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  Exclude from Reports don't produce bar graphs even when selected via the filter.

  Answered ✓ Closed Max1223 81 views 3 comments 0 points Most recent by Coach Jon May 2024
• 
  What dates are used in the Net Worth Report?

  Answered ✓ Closed Neubadger 103 views 8 comments 0 points Most recent by Coach Natalie May 2024
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  How to include transaction date in downloads?

  Closed year10k 95 views 7 comments 0 points Most recent by DannyB April 2024
• 
  Make Reports filtering easier

  Closed dsa157 31 views 1 comment 1 point Most recent by Coach Natalie April 2024
• 
  Report showing current (and anticipated) spending vs. monthly income

  Answered ✓ Closed santoshamb 62 views 3 comments 0 points Most recent by santoshamb April 2024
• 
  budget (spending plan) to actual dollars spent - how to run a report

  Closed Read 42 views 1 comment 0 points Most recent by Coach Jon March 2024
• 
  Income and Expense Reports (edited)

  Closed wolgies6 123 views 1 comment 1 point Most recent by UrsulaA March 2024