How to export reports with more detail? (edited)

Mortimer Duke

I’m testing Quicken Business & Personal / Simplifi-style QBP reports and exports.

So far, the main Income & Expense report export appears summary-oriented. The Flat and Nested CSV exports seem to export category/report totals rather than full transaction-level detail.

However, when drilling into a report amount, the Transaction Details grid appears much richer and has customizable columns such as Account, Client/Project, Exclusion, Flag, Notes, Reviewed, Split, Tags, Attachments, and Usage.

Question: are there export customization options I may be missing?

Specifically:

1. Can report exports include transaction-level detail instead of only summary totals?
2. Can exports include the currently enabled Transaction Details columns?
3. Is there a preferred export path for split-line detail, tags, notes, client/project, and exclusions?
4. Are Flat/Nested exports intentionally summary-only?

Trying to build a reliable workflow for category cleanup, split-transaction review, and tax-prep support.

Thanks!

Coach Jon

Hello @Mortimer Duke,

Thank you for reaching out! At this time, Quicken Simplifi only allows exporting from either the report itself, as you mentioned, or the Transaction Activity register. Additionally, there is no way to export any more detail than what is currently provided.

Our support article goes into more detail about exporting reports and additional customization of reports within the Quicken Simplifi web application here: https://support.simplifi.quicken.com/en/articles/4592676-using-reports-on-the-quicken-simplifi-web-app#h_5e336e929d

I hope this information helps!