Printing Reports - Not Good

tannebil

I tried to print a report and it did not go well. I was using Safari on macOS with an HP Officejet Pro 9010 printer. I quickly encountered two significant limitations:

1. Customizing the inclusion/exclusion of columns and column widths does not carry forward when printing. I got the same set and width of columns regardless of the on-screen customizations.
2. When page orientation is set to portrait, the text preview of the print shows the page in portrait but the report rotated 90 degrees so it still prints in landscape orientation. Switching the orientation to landscape results in the report being clipped on both short sides. Scaling the output didn't help.

Printing (and export as PDF) feel broken for anything other than printing a landscape report in portrait format. I took a quick at Windows 11 Pro for ARM with the same printer and saw the same behavior.

I get that printers and printing is hard and this is all new to Simplifi (but not to Quicken) but, at a minimum, there should be on-screen warnings if these behaviors that are this limited. The functionality that is shipping today is better than not having printing/export at all but the limitations need to be better documented.

Is this the same experience as in the Business and Personal Version?

SRC54

I hear your pain though things have gotten a lot better with the new reports. But when you print or export to PDF, it isn't exactly WYSIWYG. I see what you mean about changing to landscape too. You can rotate that in PDF preview, I think. Reports and PDFs are not good at fitting things onto one page especially if you have several columns, such as 6 months or 5 years.

After I get my report saved and looking the way I want it, I tend to export to PDF and print it from there. I can get a good idea of how it will look printed. Fortunately, a PDF is good enough for me because I save paper and can send the report to my wife.

I also notice that when you save a report with a name, the name isn't displayed as the title, just the original name: Spending Report or Income and Expense Report.

tannebil

If it was something I was going to do frequently, I'd likely export the csv to an app that understands printing and produce the reports there.

Coach Kristina

Hello @tannebil,

Thank you for sharing your feedback. Quicken Simplifi's printing options are quite limited. Our article on printing recommends exporting or space sharing as alternatives to printing. For more information, please review the article: https://support.simplifi.quicken.com/en/articles/7855762-can-i-print-in-quicken-simplifi . You may also find this article on exporting helpful: https://support.simplifi.quicken.com/en/articles/3404263-how-to-export-transactions-from-quicken-simplifi#h_0f4ecea1c2

If there are specific improvements/changes to printing that you'd like to see, I recommend creating an Idea post to request it. Ideas that get enough votes may be implemented in the future! For more information about creating an Idea post, please review the post linked below:

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

I hope this helps!