Ability to download or print Reports [edited] (1 Merged Vote)

Cincinnati-Boy
Cincinnati-Boy Member ✭✭
edited May 5 in Feature Requests

Need the report functionality like Net Worth with detailed break up Bank and Credit card wise so that it can be downloaded to Laptop or printed in the local printer

42 votes

In Review · Last Updated

This Idea has been submitted for review!

Comments

  • Need passcode for authentication

  • Coach Nicole
    Coach Nicole Administrator, Moderator admin

    Great suggestion! I've added my vote to see this functionality! Hopefully, others will cast their vote to see this added. Thanks for the feedback!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @Justin1,

    Thanks for posting your suggestion to the Community!

    I found an existing Idea post requesting a Report for Spending Plan Trends, however, I did not find one requesting just a regular Spending Plan Report. With that being said, you may consider creating one so that other Users are able to vote on it! :smiley:

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

    -Coach Natalie
  • You can download a CSV file for a report, but it is not very obvious.

    In the report tab click on the checkbox that selects all transactions. New options magically appear. Download is one of them.


  • mike_fuss
    mike_fuss Member
    Would it be possible to add the ability to save & name custom reports?
  • JoanneA
    JoanneA Member
    Seems so logical to be able to print a report and not have to do screenshots and tape them together.  I am stunned that you don't have that simple feature.
  • BubbaSez
    BubbaSez Member
    No print function is a deal breaker for me. Rest of app is so good and so inuitive.
  • Janwbol
    Janwbol Member
    please, please, please add ability to print pdf reports. App is useless to me without it.
  • Downloading in order to print is not ideal, especially if it's not our personal computer that we are using. It's best if we can print to local printer without having to download. 
  • Downloading in order to print a report is not ideal since the computer we are using are not our own. It's best if we could print to a local printer without having to download for privacy.
  • I need to export to excel so I can merge things and move them for taxes and reports to the bank
  • Maureen
    Maureen Member
    edited October 26
    mbaroudi said:
    You can download a CSV file for a report, but it is not very obvious.

    In the report tab click on the checkbox that selects all transactions. New options magically appear. Download is one of them.



    [removed duplicate quote]

    thank you SOOOO much. The help bot and chat didn't tell me that this was an option.
  • Yes, we need printed reports - how about duplicating the spending screen?