Does Personal and Business subscription have better Personal reporting?

Question

I have the base Simplifi subscription, but the reporting does not have enough detail on one page like a typical financial report would have.  For example, to review expenses you only get a summary of a category, and then have to click into that category for another chart to see what's inside.  Does it have to be hidden/nested like this?  Also, the "Everything Else" feature also clusters things together that make it too hard to use (see other post).

Does the next level Simplifi subscription have more standard reporting?  Like every category on one page so you don't have to keep clicking through pie charts?

Coach Kristina · Accepted Answer

Hello @upstatepainter,

Thank you for coming to the Community with this question.  The short answer is no.  It would give you access to business-specific reports, but it does not add more details to the existing reports.

The reports are currently designed to show you the overview, then let you drill down for additional detail.  I can see you already posted about being able to save report settings (which would be one way, when/if the idea is implemented, to avoid having to drill down for the specific data you want to see every time).

I hope this helps!

upstatepainter · Accepted Answer

Thanks Kristina - I appreciate your reply!!

DryHeat · Accepted Answer

@upstatepainter

I think the only difference is that the personal reports interface in a QBP subscription provides an expanded set of Date Range preset selections, like "Recent 6 Months" or "Recent 12 Months." These are not available in the Quicken Simplifi subscription, but you can always set those Date Ranges manually.