Detailed report printouts in Simplify as in Classic & competitors (CountAbout)

GatorJeff

I asked a question under Support & was advised to post on the forum.

I've had years of experience with Quicken Deluxe (a long time ago), and for several years now with CountAbout. The main thing I'm looking for out of these programs is detailed classifications so I can get reports (annually, & occasionally at other intervals) that show all my transactions but

categorized & subcategorized to see exactly where my money is going. I'm attaching a couple screenshots to show what I'm trying to achieve. Right now it looks like I can accomplish something similar only by exporting a spreadsheet & then modifying that to come up with reports.

Anyone else have better workarounds? Is this something that others would like to see?

Thx.

Countabout Reports partial.pdf

Coach Jon

Hello @GatorJeff,

Thanks for reaching out! Hopefully, other users come along with great feedback for you, but from a support team perspective, I wanted to share this information and resources with you.

The following support article on reports explains how to categorize transactions so they pull into reports, as well as how the reports themselves work in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/4592676-using-reports-in-quicken-simplifi

As for exporting information, only Transaction Activity can currently be exported from Reports, with the exception of the Taxes Report. We do have a great idea post that you may want to vote for and follow here on this topic as well:

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

-Coach Jon