Reporting

mjjdad

I am new to Simplifi, but am an accountant serving several clients on QBP.

I realize that the two companies are not connected, but I am trying to create detailed income statements instead of the GUI versions offered. If these are available, I would also like to create a monthly report that shows the full year by month. Are these available. If not, are there report writers available for simplifi?

TIA

Rich

[edited for clarity]

DannyB

@mjjdad in its current form, reports in Quicken Simplifi are not printable beyond taking a screenshot of the GUI.

See the FAQs at the bottom of this support article:

https://support.simplifi.quicken.com/en/articles/4592676-using-reports-in-quicken-simplifi

Coach Tara

@mjjdad You can also export the reports via CSV or Excel via the 3 dot menu in the menu bar for the report.

Charles Collins

Dear Coach - There is every reason to add a PRINT function to the 3 dot menu. I have used Quicken all my life since Version 1.0 and never did we have to ask for a print function which I used constantly usually print to PDF to send to the accountant without having to manipulate an Excel file to print something that was not nicely formatted for me already like the Business & Personal reports that look on the screen just the ones from Quicken for desktop.

SET US FREE! LET US PRINT!

Coach Kristina

Hello @Charles Collins,

There is an Idea post requesting this functionality (linked below). Please add your vote and a comment. Ideas that get enough votes may be implemented in the future. Adding a comment will cause the post to show up in the Recent Discussions section for a while, increasing the odds that others will see it and add their votes as well.

https://community.simplifimoney.com/discussion/323/ability-to-download-or-print-reports-edited-1-merged-vote

I hope this helps!