Print or Export Business Reports: Share your feedback here!

Coach Natalie
Coach Natalie Administrator, Moderator admin

Please let us know what you think of the ability to print or export business reports by commenting below! Please also let us know of any issues you encounter.

Here is the announcement for this new ability:

We can't wait to hear from you!

-Coach Natalie

Comments

  • EL1234
    EL1234 Member ✭✭✭✭

    I got excited about this until I realized it's just for QBP :)

    So my feedback would be to add QBP to the thread title.

    Hoping one day we'll get it in regular Simplifi!

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

    Very excited to try this! This is a really good sign that the ability will eventually come to regular Simplifi; once the bugs get worked out.

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

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    I have learned that the Income & Expense Report (Early Access) and the Taxes Report can also be printed/exported when using the Basic version of Quicken Simplifi!

    -Coach Natalie

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    I agree with this as well, will make the system more useful.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    I love the export options, but the PDF doesn't work as well as I should like. If I export the monthly Income and Expense Report, which is 2-3 screens in Simplifi, it takes 11 pages in the PDF. The Spreadsheet export works a bit better but loses the formatting. I wish it was a little more WYSIWYG. It works a lot better if I do quarters instead of months.

    The main reason for these reports would be to share with spouse, so rarely would actually print them and 11 pages is such overkill.

    I shall try to post some screenshots but it is hard to do without giving away too much personal information like my annual income and expenses since that is naturally what it shows.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)