How to export or print mobile reports? (edited)

Mortimer Duke

Reports and drilldowns work well in the mobile app, but I cannot find a way to export or print them.

Questions:

1. Can iOS reports be exported to PDF, CSV, or Excel?
2. Can iOS reports be printed in a transaction-detail format?
3. Are export/print options available only in the web/PC version?
4. If so, can the web/PC version export the same report details shown in iOS drilldowns?
5. Is there a recommended workaround for creating print-friendly tax-review reports from QBP?

I’m trying to create a year-end tax-prep binder with category, split-line, tag, note, and client/project detail.

Many thanks to all with useful insight.

Coach Jon

Hello @Mortimer Duke,

Thanks for reaching out! It is not possible at this time to export/print from the Quicken Simplifi mobile application. If you would like this feature implemented in the mobile app, I would suggest creating an idea post that you and other users can vote for and follow for updates.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Regarding your point about reports being the same across the web and mobile applications, our team has made the reports functionally consistent between web and mobile, so printing/exporting from the web application should suit your needs.

You can also see if accessing Quicken Simplifi from your mobile web browser works if you would like to print from your phone, but I would not know specifically if it would work as well as it does from a PC.

I hope this helps!