Printing tax reports on Simplifi

Moneyjuggler

I see much controversy about rolling over between Simplifi and Quicken Classic, and vice versa. At the present, it seems there is no way to change. I also was a Quickbooks user many years ago. When we retired from our family business, I thought, how hard can it be to gather info at the end of the year for our personal taxes? Ha, I’ve been frustrated for twenty five years. Retirement has NOT made our taxes easier. I don’t need my old Quicken data files-they are backed up and I will probably never need them again in this life, thank God. I got Simplifi to generate reports for my accountant, so I don’t have to categorize by hand at the end of the year. I was very surprised, however, when I could not PRINT these reports for my CPA! I tried from my PC and also from my iPad. Now, I don’t want to close out my Simpli account and reopen in Quickbooks Classic and have to recategorized all my transactions! Is there a way I can print reports from Simplifi that I’m missing?

Coach Jon

Hello @Moneyjuggler,

Thanks for reaching out! Unfortunately, we do not have the capability to Print Reports or Checks as of yet in Quicken Simplifi. However, this article does offer other solutions for sharing your financial data: https://help.simplifimoney.com/en/articles/7855762-can-i-print-in-quicken-simplifi

In addition, here is our Idea Post you can vote for and follow for updates!

https://community.simplifimoney.com/discussion/323/ability-to-download-or-print-reports-edited-1-merged-vote

I hope this helps!

Thanks,

Coach Jon

Moneyjuggler

Thanks-I did see that option to print out of my Windows word spread sheet. Unfortunately, the dates didn’t come through for some reason and was virtuall worthless😠