Reports Date Range

Eltay

Why is the date range in Reports limited to only going back to 2018 on the web version of Simplifi? On the iPhone app I can choose any date range I want.

Coach Natalie

@Eltay, thanks for posting your inquiry to the Community!

At this time, the Quicken Simplifi Web App has a 5-year limit on how far back data will go in Reports, and I believe this is due to performance. The Quicken Simplifi Mobile App does not have this limitation. Our support article here states:

Why does my Report only go back 5 years?

At this time, Reports on the Quicken Simplifi Web App will only allow you to access the last 5 years' worth of data. However, you can still access data further back when running Reports on the Mobile App, so we suggest using this route for now.

In the meantime, I'd also suggest adding your feedback regarding this behavior here, as well as following the post for updates:

https://community.simplifimoney.com/discussion/2736/reports-add-all-time-range-and-by-year-display-option-for-annual-comparison-in-all-reports

I hope this helps!

-Coach Natalie

UrsulaA

I was surprised by this limitation as well. I kept my transaction history to only 2 years in Simplifi from Mint.

There is a feature request/idea on this, I voted on it already.

https://community.simplifimoney.com/discussion/comment/21639#Comment_21639