Ability to download or print Reports [edited] (1 Merged Vote)

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Comments

  • ClaudiaH
    ClaudiaH Member

    First of all I'm 84 y/o and having to take over from my husband with Alzheimer's. This is all new. I exported my charity and donations to CSV for taxes. Pretty hard to read. I don't use excel. It would be good to download or export something that looks like the Quicken report page. My vote is for better printing capablity.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    With the Enhanced Reports currently in Early Access, we have added the ability to download and print reports!

    Screenshot 2026-02-27 at 11.31.24 AM.png

    -Coach Natalie

  • Jeanette63
    Jeanette63 Member ✭

    Hi Natalie, On my Simplifi Web App, I can not find the "Beta" Toggle in the Reports section that you referenced. So I'm not seeing a download feature. Where is it? Please advise so that I can finally download reports. Thank you, from Jeanette

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    @Jeanette63 The Beta toggle has been removed as of a couple of days ago. Everyone now sees the Reports if they are in Early Access.

    To check whether you are are enrolled in Early Access, go to Settings. There you can turn it on.

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

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