Using Reports

Discussion List

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  is there a way to display or print a report with more than 9 categories and...

  Answered ✓ Closed BeeeTeee 106 views 2 comments 0 points Most recent by Coach Natalie August 2023
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  Backdate manual accounts for the Net Worth Report? (edited)

  Answered ✓ Closed Apr627 184 views 2 comments 0 points Most recent by DannyB August 2023
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  How do I make a profit and loss report

  Answered ✓ Closed Kevin K 271 views 3 comments 2 points Most recent by Coach Natalie July 2023
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  What's the point of the Savings account type and Savings report?

  Answered ✓ Closed pkp 146 views 1 comment 0 points Most recent by SRC54 June 2023
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  Is there a way to select all accounts?

  Answered ✓ Closed scottbaird 54 views 1 comment 0 points Most recent by Coach Natalie June 2023
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  Profit & Loss Report

  Answered ✓ Closed Charles Collins 192 views 2 comments 0 points Most recent by Charles Collins May 2023
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  Transactions from 'closed' accounts not in reports

  Closed RobWilk 181 views 10 comments 0 points Most recent by RobWilk May 2023
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  Transactions appearing in reports even when tagged not to

  Answered ✓ Closed rdenove 42 views 3 comments 0 points Most recent by Coach Natalie May 2023
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  Add ability for Monthly Summary on Reports

  Closed @764mes 72 views 1 comment 0 points Most recent by Coach Natalie April 2023
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  Merged: Investment Transactions Automatically Ignored From Reporting

  Anthony Dee 1 view 0 comments 0 points Started by Anthony Dee April 2023
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  In Reports, is there a way to filter out transactions as opposed to filtering them in?

  Answered ✓ Closed SeattleGuy 88 views 2 comments 0 points Most recent by Flopbot April 2023
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  Can we see report data by month?

  Answered ✓ Closed Mrsterry 86 views 1 comment 0 points Most recent by RobWilk March 2023
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  Want to Print Income/Expense reports on Simplifi

  Closed RAS 159 views 1 comment -1 point Most recent by Flopbot March 2023
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  How are totals calcuated in Reports?

  Answered ✓ Closed bcrossman 119 views 5 comments 0 points Most recent by bcrossman March 2023
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  reports showing "all dates"

  Closed MikeD 52 views 1 comment 0 points Most recent by Coach Natalie January 2023
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  Investment and retirement account transactions in Reports

  Answered ✓ Closed drakej 73 views 1 comment 1 point Most recent by Coach Natalie January 2023
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  Is Development planning on including transactions from the Investment / Brokerage side into Reports?

  Answered ✓ Closed Graystoke 53 views 3 comments 0 points Most recent by Graystoke January 2023