Need the report functionality like Net Worth with detailed break up Bank and Credit card wise so that it can be downloaded to Laptop or printed in the local printer
@jochs, here's the request for the ability to share Reports đ â
-Coach Natalie
@Benny Banken , if the ability to print reports is a dealbreaker for you, and you might check out Quickenâs Desktop software. It does offer the ability to print and save reports. It does not offer a âclean and easy to useâ layout by any stretch of the definitions. I really do think that Simplifi will add the abilityâŚeventually. That said, I donât work for Simplifi, so your guess is as good as mine.
[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 Iâd prefer to stay with Simplifi.
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.
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.
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.
ya, if youâre going to increase pricing to $71.88, I sure hope to be able to PRINT/Export (at the very least) a Net Worth Report!
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 csvâŚ.
@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 ifâŚ
Agree ⌠we need to be able to print reports!!
I want this feature too.
I am working off my credit cards. I deleted their accounts and now I just get an item in the usual transaction list. However my payments to credit cards do not show up in any reportsâ- not even the big one where I paid one off. They are not checked to be invisible to reports. It makes my reports pretty worthless. Why don't they show?
Hi. I am trying to get a handle on what you are doing here. It sounds like you have deleted the Credit Card accounts and now are just paying off the debt by doing monthly payments from your Checking Account? Normally, when one is paying off debt, this is a transfer so it doesn't count as spending. If you are using a transfer category or credit card payment category, it won't show up in Spending Reports.
But you say that you have it checked "not to be invisible" in Reports. But if you have this as a transfer or Credit Card Payment, it will only show in the Spending Plan (if you have unchecked hide it from Spending Plan). You could create an Expense Category called Credit Card Debt or some such, tie your payments to that, and then it should show up.
Another way you could keep up with this would be to create a liability loan account and call it credit card debt and pay it down by created payments to it. Then you could keep up with how much you are paying and how much you still owe.
Let me know if I am on the right track or not?
Absolutely! Made similar request/post recently & was directed here by Customer Service.
Attached are examples of types of reporting I'd like to see, these from Countabout which I recently gave up on for other reasons (account links were breaking at increasing frequency, & difficult/impossible to fix).
Thx.
I canât believe Simplifi does not have the capability of printing reports! I am gathering information for my tax preparer and need last yearâs medical expenses, charitable contributions, etc. The inability to print makes this a totally useless program. I will be canceling Simplifi and going to another program. [rant redacted]
I'd like to be able to download a forward looking view of upcoming spending on Quicken Business. I can do a profit/loss download to .csv which is great, but it doesn't help me with a forward view. We signed up to be able to do 12 month views. Backwards is fine with .csv, but need to look at future months with our projected income and expenses. Please add this feature to be able to download the Spending Plan to .csv.
I can't believe you can't print reports. An absolute necessity to fine tune budget.
Please add the ability to export to Excel to all reports (and transaction lists, for that matter).
Currently some reports can be exported to Excel or CSV, some only to CSV, and some not at all.
QBP has the ability to export to Excel â so it would be nice if it was available everywhere.
Yes, this would be an essential feature!
2 different types of reports that need fixing:
things that are currently missing in those downloaded reports:
These are also missing but aren't Urgent and Absolutely Essential features:
2. Please add all info when downloading reports from Bills and IncomeâOverview
This is the only report in simplify that can do FUTURE reports of expenses and income - which is absolutely essential for knowing exactly how much money you need in the future (for example: Needing monthly allowance from your parents as a college kid)
Therefore unless or until you make ReportsâSpending able to report for future dates, you must make Bills and IncomeâOverview more detailed and usable in reports
Things that are currently missing in those downloaded reports:
Be able to download Reports from Bills and IncomeâOverview
This is essential BECAUSE you won't allow FUTURE dates in ReportsâSpending, and Reports from Bills and IncomeâOverview is the ONLY place were you can get reports for future dates
Some Reports can now be printed/exported! Check out our announcement for details!
In Report view, I'd like the ability to download in CSV the dollar amounts and categories represented. There is the ability to download the supporting transactions for the summary results, but I would also like to download the summaries themselves
Please extend this capability to Net Worth. Thank you!
Does any of the Coaches kow of the voting and/or progress on this community request?
Yes, please extend the capability to print/export reports to the Net Worth Report! I need to be able to print a simple complete list of all of my accounts and their respective balances.
This capability should be extended to all reports.
Would be great to make the report where you can download a pdf and/or export it.
To preserve history, we need to keep printouts. Please add as soon as possible.
Hello @GaryB-OR,
Thank you for coming to the Community to share your feedback! Since there was already an existing request for this functionality to be added, I merged your request with the existing one.
Thank you!
