Include excluded items in reports

disc2120

I exclude work expenses and reimbursements from reports so that it does artificially inflate my spending and income. However sometimes I want to run a report on those items to make sure my expenses match the subsequent reimbursement. I can't do that because those transactions are excluded from reports. There needs to be another flag "ignore excluded flag" or "include all transactions" (I'm not sure what the exact name should be) so that I can run a report and include excluded transactions.

Coach Natalie

@disc2120, thanks for posting your suggestion to the Community!

I moved this out of Feature Requests for now, as the ability to show excluded transactions in reports is already available in Quicken Simplifi. To enable this in a report, click the gear icon above the table below the graph, then select "Show excluded transactions."

This came from a recent change where transfers can now be included in reports:

https://community.simplifimoney.com/discussion/4769/ability-to-include-transfers-in-reports-edited

There is, however, an issue where this isn't working for some users. The issue has been reported to our internal teams. Here is the thread for reference:

https://community.simplifimoney.com/discussion/16874/reports-filter-not-honoring-the-show-excluded-in-reports-option-edited

Let us know if this helps you accomplish what you're looking for!