Income and Expense Reporting (edited)

jmhull67 · January 22

Am I reading that this program doesn't allow me to print a monthly report for my session members ? I need to print something showing expenses and income? Can it be done on a spreadsheet if not program?

Coach Jon · January 22

Hello @jmhull67,

Thanks for reaching out! We do indeed have a Income & Expense report within Quicken Simplifi! https://support.simplifi.quicken.com/en/articles/4592676-using-reports-in-quicken-simplifi#h_43915a3554

While most reports can be printed, Quicken Simplifi does not currently support downloading or printing all reports. However, you can export the Transaction Activity from a report to a .CSV or Excel file to print.

I hope this information helps!

Income and Expense Reporting (edited)

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