New Feature Alert: Enhanced Reports!
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports:
- Spending
- Income
- Savings
- Net Worth
What's New
- These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for Quicken Business & Personal users), presenting your data in a clean, hierarchical table.
- New view options are available, including the ability to hide cents, alternate row colors, and adjust row height for a more customized experience.
- We've added an 'Account' breakdown option to the Spending and Income Reports, making it easier than ever to analyze your finances at the account level.
- We’ve also added new interval options to the Savings and Net Worth Reports, allowing you to break down your data in the way that’s most meaningful to you.
- Finally, these Reports can now be exported directly to CSV or Excel, making it even easier to analyze your information or share it elsewhere.
This is just the first phase of bringing more powerful reporting tools to Quicken Simplifi! We’ll continue enhancing the Reports experience, and we’d love your input. Click the link below to share what additional improvements you’d like to see!
-Coach Natalie
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Update: Mobile Reports Got an Upgrade!
We’re excited to share an update on mobile reports in Quicken Simplifi as we continue aligning the mobile experience with recent enhancements on the web. These changes are now available in Early Access!
Mobile Reports Refactor
We have refactored all mobile reports to match the updated web reports design, which unlocks several new and returning capabilities, including:
- Breakdowns & viewing options similar to what you see on the web
- Graphs integrated into reports
- The Savings Report returning to mobile
Mobile Report UI Improvements
As part of this effort, we’ve also rolled out mobile-specific UI improvements to make reports easier to use on smaller screens:
- Report options (filters, date range, usage, etc.) now appear as chips in a single row across the top, rather than being stacked and taking up extra space.
- Summary Reports are now supported on mobile!
- Previously, Summary Reports created on the web would show a message on mobile indicating they weren’t supported.
- With this update, Summary Reports will now open and display properly on mobile, and you can also run Summary Reports directly from mobile
Important note about Early Access & Beta:
- The “Beta” toggle on the web app has been removed
- All Early Access users automatically have access to the new reports experience on the web
- On mobile, there is no Beta switch — Early Access users will automatically see the updated reports experience there as well
In short: If you’re in Early Access, the new reports experience will be enabled across both web and mobile.
We appreciate everyone taking the time to explore these updates. Your feedback plays a key role in shaping how Reports continue to evolve across web and mobile, so please let us know what’s working well — and what could be improved — in our feedback thread:
Thanks for being part of Early Access and helping us refine the experience!
-Coach Natalie
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