QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)
In the above version of Simplifi Business and Personal, I am requesting to have the title inserted above the title of “Income and Expense Report.” When a report is run for the personal income and expenses and the business, there is no quick and easy way to determine the type of report without having to review the Category as they are listed.
Recommend these titles to be “All Business/Personal”, “Name of the business”, i“Personal” for which report is selected. Also, if there is more than one business, then each business can have an Income and Expense Report run for any range of dates.
[edited title]
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
Comments
-
I think the more general need is to be able to save reports so that once you've made one with time factors and filters, you can go back to it.
I noticed this today when I did a car report for my wife's car. I then did one for mine. I was able to export a PDF and name the PDF after the fact but you cannot tell from looking at the report which car is which. It needs a title.
I realize this is for the Business and Personal version but I think this would work for both. Here's the suggestion from 5 years ago. Even though it mentions Saving Filters, which we now have in Early Access, the discussion goes further to the saving and naming of Reports.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
@SRC54 I agree with your point that this should be for both sides - Simplifi Personal and Simplifi Business and Personal. Also, if this was raised more than five years ago, can the Coaches provide as to why this was not a voted change and also why something this long is allowed to linger when the implementation has a benefit to all the user base.
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
0 -
Hello @Dick_Davis,
Thank you for getting in touch! Regarding your question about why an idea may or may not be implemented, it's important to note that a high vote count does not guarantee that our product team will implement the idea. There is no specific number of votes that qualifies an idea post for implementation, but the more votes, the better!
We do our best to keep things as up-to-date as possible, but we won't know when to expect a feature, or if it's being implemented, until we are provided with that information. However, the idea above has been submitted for review, so we may hear something soon regarding this idea.
-Coach Jon
-Coach Jon
0
