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

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @jochs, here's the request for the ability to share Reports 😀 —

    -Coach Natalie

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭

    @Benny Banken , if the ability to print reports is a dealbreaker for you, and you might check out Quicken’s Desktop software. It does offer the ability to print and save reports. It does not offer a “clean and easy to use” layout by any stretch of the definitions. I really do think that Simplifi will add the ability…eventually. That said, I don’t work for Simplifi, so your guess is as good as mine.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

  • wkh
    wkh Member ✭✭
    edited September 30

    [removed] has the ability to save reports as a file. [removed - off topic] You might want to add this! I would use it. I may switch to [removed], but I’d prefer to stay with Simplifi.

  • Printing reports would be cool, I would also like the reports to be sent as a email to my spouse and I at the end of every month/quarter/year.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited November 18

    I'm a fan of the e-mail reports, too, I think they used to e-mail "monthly summaries", but I don't remember getting one recently. That may need to be a separate idea posts or bug report.

    EDIT: oops, in notification settings, I turned off all notifications in the past, and that included the monthly summary e-mail report I believe.


    Rob Wilkens

  • Implementing reports similar to those found in "Quicken Classic" would be a fantastic addition to Simplifi's features. This would greatly enhance the platform's functionality and provide users with even more comprehensive financial insights.