Using Reports

Discussion List

• 
  Merged: Reports, Income & Expense – Need Slider Bar Below

  Closed Dick_Davis 39 views 0 comments 0 points Most recent by ChefKeith July 27
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  Reports tied to Spending Plan

  SethW 22 views 2 comments 1 point Most recent by DryHeat July 23
• 
  Reports by Category totaling with transaction amount not category amount?

  Tom G 12 views 1 comment 0 points Most recent by Coach Jon July 18
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  Workaround for Printing Reports

  Dmenk60 21 views 1 comment 0 points Most recent by Coach Jon July 18
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  Merged: Taxable item is not showing up on Tax report

  Closed wck_austin 41 views 0 comments 0 points Most recent by wck_austin July 14
• 
  Print Report of Expenses by Category

  Answered ✓ Closed Dmenk60 17 views 1 comment 0 points Most recent by SRC54 July 5
• 
  Merged: Income vs Expense Reports - Mobile

  Closed c2clear 1 view 0 comments 0 points Started by c2clear June 4
• 
  Reporting on Sub-Categories

  Closed rhart1716 13 views 1 comment 0 points Most recent by Coach Jon April 30
• 
  Not recognizing Venmo transactions

  Closed Meileigh2021 11 views 2 comments 0 points Most recent by Mayra April 21
• 
  Please remove the "everything else" clustering

  Closed upstatepainter 33 views 4 comments 0 points Most recent by upstatepainter April 20
• 
  Does Personal and Business subscription have better Personal reporting?

  Answered ✓ upstatepainter 31 views 3 comments 0 points Most recent by DryHeat April 20
• 
  Please add the ability to save reporting settings for future use

  Closed upstatepainter 16 views 1 comment 2 points Most recent by Coach Kristina April 6
• 
  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  Closed bcrossman 72 views 4 comments 0 points Most recent by bcrossman April 2
• 
  Net Worth Report

  Answered ✓ Closed Adanac 97 views 12 comments 0 points Most recent by Adanac March 23
• 
  Detailed report printouts in Simplify as in Classic & competitors (CountAbout)

  Closed GatorJeff 41 views 1 comment 0 points Most recent by Coach Jon March 13
• 
  Taxes Report not showing under Reports (Early Access)

  Closed Odin700 21 views 5 comments 0 points Most recent by SRC54 March 2
• 
  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 56 views 6 comments 0 points Most recent by Coach Natalie February 18
• 
  how to print full reports in Simplifi

  Closed trtrlik 263 views 3 comments 1 point 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
• 
  Save report date range (edited)

  Closed TommyS 31 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 25 views 2 comments 0 points Most recent by jcf227 November 2024
• 
  summary report of total spending by payee for the year

  Closed easbeck 42 views 1 comment 1 point Most recent by Coach Jon October 2024
• 
  Customize columns on reports (I'd like to see "Notes" on my report transactions)

  Closed Cavein 74 views 2 comments 3 points Most recent by Cavein October 2024
• 
  Income statement by month

  Closed Nicki 22 views 1 comment 0 points Most recent by Coach Jon October 2024
• 
  how to exclude certain tags on reports?

  Answered ✓ Closed maxtheinvest 52 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
• 
  Creating Reports / Using Tags

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

  Closed Mountain Boy 31 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