Saved Reports: Share your feedback here!

JeffCB

@Jenny T , thanks for your feedback. For most of my liability accounts, the interest expense is posted on the payment account, so that's not an issue. But I do have a few manual liability accounts that have expense associated with them. One example is expense accruals I post each month for property tax (paid annually but choose to reflect 1/12 of the expense each month). While it's not ideal for income/expense transactions posted in Liability accounts to not appear in the Income/Expense report, I think even worse is that users aren't made aware and thus could have an inaccurate Income/Expense report without knowing it (i.e., potentially understating expenses). The workaround is simple (change the account type to Asset) if users are aware.

Coach Natalie

Saved Reports is now live to all users!

Charles Collins

Hi - I've been using for a couple of week as a beta tester. Created about 6 reports I use regularly. When you name the reports and want to rename them, the rename sticks on the horizontal tabs. But the same report on the right vertical menu version changes for the session but keeps reverting back to the original name after the session closes. Really good though now I can send reports to my tax accountant like I used to in desktop quicken.

donnajean

The Spending Report needs to include an option to display the totals for the various sub-categories. For example, I have a ‘Travel’ category with various sub-categories like: Flights, Accommodation, Activities, Meals, etc. In the settings for the report I select the ‘Travel’ category which enables all the sub-categories but the report only shows the total spending for ‘Travel’ with no breakdown. What is the use of sub-categories if we can’t report on them?

DavidB

Saved Reports is a nice feature. I just saw that it was available and tried it out. Very nice. Thanks

RobI

Editing the report name in the report title area (top left) does not persist when you click away from edit mode. It keeps reverting back the prior report name. Same if I use the 3 dots to rename the report. Saving the report does not seem to help either. The old name sometimes reverts in report tabs name also

SRC54

@RobI Yes. I’ve noticed that.

Edit: Actually I was working with my reports today, and this seems to be fixed. When I changed the title name on the top left, it stuck. I did this with a couple of reports.

Coach Kristina

Hello @RobI & @SRC54,

Your posts have been merged with the official feedback thread for Saved Reports, so it can be reviewed by our product team.

Thanks for sharing your feedback!

swterry91

Why does 'Transfer' category show in my spending report even though it has $0 associated with it?

SRC54

@swterry91 I've noticed too about transfers, but you can filter your report to exclude any category you like including transfers. Then you can save the report to use later.

Coach Natalie

We appreciate all of the feedback posted here! Moving forward, please post anything related to this feature via the normal channels.

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community

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

Thank you!