Enhanced Reports: Share your feedback here!

@SRC54 Charity is a top level category. Created a new top level category called Charitable Donations. Re-categorized all Charity transactions to Charitable Donations. Deleted the Charity category. Re-ran the report. Same result.

@SRC54

"So could it be the transactions themselves that are triggering this?". Not sure how we'd go about determining this. Just seems weird that it's only these specific transactions, and it's not consistent across time frames. Choose a 3 month window in 2018, and the pie chart shows normally with the new Charitable Donations category, no "Unknowns" at all.

"If you choose later years like 2024 and 2025, do you get the errors?" Yes, that's when I first noticed the issue, when I was reviewing my 2025 expense report. I also chose "Recent 6 Months" in the time period drop down, it does the same thing. If I choose "Recent 3 months", it looks normal. I set a time period of Jan 1, 2025 - Aug 31, 2025, the pie chart graphic is messed up, if I set Jan 1, 2024 - Aug 31, 2024, the pie chart graphic is normal.

"How about if you do an Income and Expense report for 2018 instead of the Spending Report? What does it show?" The Income and Expense report only shows those two categories in the graphic, and since these are all Expenses, it looks normal. The transactions listed below the graphic are correct, but they are also correct in the list below the Expense Report graphic. It's as if whatever is configured to create the pie chart expense report graphic is having trouble reading the actual transactions under certain time period conditions, not pulling the category info correctly, and so defaulting to "Unknown" for those transactions. But I have yet to determine a consistent pattern that triggers this.

@SRC54 Turning off early access is what I reverted to in order to gather the data I needed. This issue is definitely related to the new enhanced reports, because turning off early access allows the report to show correctly under any time period

reattached as pictures instead of files

[edited images to reduce size]

Wow that worked but UI is confusing. 2 lists that look similar, but no immediate indication on mobile that right list is 'group by'. I'd have thought grouping should not default to 'Days' on narrow screen mobile device. Offer a more readable grouping by default like Month

Thanks for clarifying

It was nested

It showed the last 12 months by month with totals for income and expenses

I have the same issue. Not sure why the "old" export functionality had to change, it worked perfectly fine. Now the system can't differentiate properly between positive and negative values for the non "Total" line items — or the "subcategory" as they are now called (and now column seperated in the export which is annoying to fix every time).

To replicate: and say on cash based accounting, have a subcategory with $20 (-20) of expenses in month 1, and in month 2 you refunded the $20 (so now it is +20). The excel report will show $20 for each month — and not properly show that month 1 was -20 and month 2 was +20. So the export data is incorrect. To note: for some reason the "Total Expenses" line item is able to show negative values

Turning on early access did not fix the issue. To note: I was able to replicate this issue across browsers as well.

Hello Simplifi folks. I was looking at using the Simplifi reports in place of my current monthly creation of a spending report from downloaded-to-CSV transaction and/or income/expense report data. I saw this:

• Finally, these Reports can now be exported directly to CSV or Excel, making it even easier to analyze your information or share it elsewhere.

If the export to Excel functionality is to continue to be supported, I have the following comments.

1. I'd suggest that the expense values not be negative numbers.
2. There is a discrepancy in the format of the fifth column of data. That column has a dollar sign "$". Example from an export to Excel file "Simplifi - income-expense.excel.xlsx" :

Thanks.

@sbennet1 Thanks for the question. First of all, I'm only referring to the "Export to Excel" file downloaded from the Income & Expense report. If Simplifi folks intend to retain this functionality, I'm suggesting that eliminating the negative signs in the values that are summarized by the outline function in Excel makes the report more readable. (If Quicken/Simplifi is not going to retain this Excel export capability, then my point is moot.) Other things are possibly going on in the CSV exports and the web-displayed reports, although I note that the default for the web Income & Expense report is to not show expenses as negative.

The way I look at it is this: Net income is income minus expenses. If the expense numbers are negative, then net income becomes income plus expenses, at least in a simple Excel formula. I'd rather stick with income minus expenses. The outlined values in the excel exported report already segregate income and expenses, so it seems clear to me which is which. Also, I usually interpret a negative expense as a refund or something similar.

Ultimately, I'm looking at replacing my monthly Excel-based income and expense report, created from downloaded transaction data, with Simplifi's Income & Expenses report. If I could download that report to Excel, and print it without additional processing, that would serve my needs.

@dsfreddy

Thanks for the clarification. That makes sense to me.