QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

I would like to be able to pick a date range for the Balance Sheet (similar to the Profit & Loss report). This is needed to turn into my tax accountant (I need to run it for last year).

Is this function available?

12 votes

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Comments

  • moneymoneymoney111
    moneymoneymoney111 Member
    edited August 2025

    The Balance Sheet report does not allow my accountant to set a date range. Every other report allows a date range to be inputted by the user. Please add a date range filter to the Balance Sheet report.

  • I did not see this request and had added my own here. This oversight if very frustrating at tax time.

    https://community.simplifimoney.com/discussion/14260/qbp-ability-to-set-a-date-range-for-the-balance-sheet-report-edited?utm_source=community-search&utm_medium=organic-search&utm_term=balance+sheet

  • RASA
    RASA Member
    edited May 11

    The system needs to allow for user to select a date specific to display, download, print a Balance Sheet. Not just the date performing the task. Especially for year end reporting and tax reporting.

  • moneymoneymoney111
    moneymoneymoney111 Member
    edited May 11

    https://community.simplifimoney.com/discussion/14260/qbp-ability-to-set-a-date-range-for-the-balance-sheet-report-edited#latest

  • moneymoneymoney111
    moneymoneymoney111 Member
    edited May 11

    Hopefully, we'll see this update before year end.

  • josephbradley
    josephbradley Member
    edited May 11

    Any update on this feature. This is a basic feature needed for end of year reporting.

  • apartment21
    apartment21 Member
    edited May 11

    Please add this feature. Required for accounting / auditing. Shocking that quicken simplifi doesn't do this. Will need to cancel if this isn't added by Dec 31, 2026.

  • Please add the ability to date select on the balance sheet - it is required for BASIC accounting / auditing / bookeeping. All accountants need this to file taxes. Shocking that quicken simplifi doesn't do this. I will need to cancel if this isn't added by Dec 31, 2026.

  • Yes, please add this feature. Very important, basic functionality. I check regularly to see if it has been added.

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