New Feature Alert: Enhanced Reports!
Coach Natalie
Administrator, Moderator admin
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports:
- Spending
- Income
- Savings
- Net Worth
What's New
- These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for Quicken Business & Personal users), presenting your data in a clean, hierarchical table.
- New view options are available, including the ability to hide cents, alternate row colors, and adjust row height for a more customized experience.
- We've added an 'Account' breakdown option to the Spending and Income Reports, making it easier than ever to analyze your finances at the account level.
- We’ve also added new interval options to the Savings and Net Worth Reports, allowing you to break down your data in the way that’s most meaningful to you.
- Finally, these Reports can now be exported directly to CSV or Excel, making it even easier to analyze your information or share it elsewhere.
This is just the first phase of bringing more powerful reporting tools to Quicken Simplifi! We’ll continue enhancing the Reports experience, and we’d love your input. Click the link below to share what additional improvements you’d like to see!
-Coach Natalie
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