Ability to download or print Reports [edited] (1 Merged Vote)

124»

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @jochs, here's the request for the ability to share Reports 😀 —

    https://community.simplifimoney.com/discussion/2612/ability-to-share-reports-edited

    -Coach Natalie

    -Coach Natalie

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭
    https://community.simplifimoney.com/discussion/comment/31712#Comment_31712

    @Benny Banken , if the ability to print reports is a dealbreaker for you, and you might check out Quicken’s Desktop software. It does offer the ability to print and save reports. It does not offer a “clean and easy to use” layout by any stretch of the definitions. I really do think that Simplifi will add the ability…eventually. That said, I don’t work for Simplifi, so your guess is as good as mine.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

  • wkh
    wkh Member ✭✭
    edited September 30

    [removed] has the ability to save reports as a file. [removed - off topic] You might want to add this! I would use it. I may switch to [removed], but I’d prefer to stay with Simplifi.

  • ebig123321
    ebig123321 Member

    Printing reports would be cool, I would also like the reports to be sent as a email to my spouse and I at the end of every month/quarter/year.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited November 18

    I'm a fan of the e-mail reports, too, I think they used to e-mail "monthly summaries", but I don't remember getting one recently. That may need to be a separate idea posts or bug report.

    EDIT: oops, in notification settings, I turned off all notifications in the past, and that included the monthly summary e-mail report I believe.

    —
    Rob Wilkens

  • Sierra
    Sierra Member

    Implementing reports similar to those found in "Quicken Classic" would be a fantastic addition to Simplifi's features. This would greatly enhance the platform's functionality and provide users with even more comprehensive financial insights.

  • donnajean
    donnajean Member ✭✭

    ya, if you’re going to increase pricing to $71.88, I sure hope to be able to PRINT/Export (at the very least) a Net Worth Report!

  • Photoipster
    Photoipster Member
    edited December 11

    I REALLY need a way to get my reports to my accountants, without giving them access to everything, or having to recreate them from a csv….

  • JC.
    JC. Member ✭✭

    @Benny Banken The request is going on 4 years and still waiting for the ability to simply print a report. Hopefully with the price increase more developers are hired so some of the basic requests can be implemented and rolled into production. Simplify could easily be a premier product only if…

Categories