Reports

Discussion List

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  Enhanced Reports: Share your feedback here!

  Announcement Coach Natalie 213 views 38 comments 0 points Most recent by SRC54 December 4Early Access User Feedback
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.8K views 64 comments 211 points Most recent by santoshamb December 4Feature Requests
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 417 views 26 comments 39 points Most recent by SRC54 December 4Feature Requests
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  ThePi_Treasurer 21 views 4 comments 0 points Most recent by Coach Natalie December 4Report a Bug
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 20 views 2 comments 5 points Most recent by DannyB December 4Feature Requests
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  Spending report broken down by tag, duplicates transaction totals

  edsdls 19 views 6 comments 0 points Most recent by SRC54 December 3Troubleshooting
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  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  In Review ChrisHardie 2.3K views 67 comments 119 points Most recent by 6-1blonde December 3Feature Requests
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  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 4.2K views 118 comments 224 points Most recent by SCT41 December 2Feature Requests
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  Print or Export Business Reports: Share your feedback here!

  Announcement Coach Natalie 53 views 5 comments 0 points Most recent by SRC54 December 2Early Access User Feedback
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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.8K views 74 comments 190 points Most recent by Ruonline December 1Feature Requests
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  Export to PDF is practically useless to me

  SRC54 18 views 4 comments 0 points Most recent by Coach Natalie December 1Feedback
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 1Feature Requests
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  Can't Print Reports in Simplify?? Seriously??

  DAP 20 views 2 comments 0 points Most recent by Coach Kristina November 30Feedback
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 19 views 1 comment 1 point Most recent by SRC54 November 30Feature Requests
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  Adding back tag field to spending report

  zipfamily 50 views 8 comments 0 points Most recent by DryHeat November 27Using Reports
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  New Feature Alert: Enhanced Reports!

  Announcement Closed Coach Natalie 170 views 0 comments 1 point Started by Coach Natalie November 26 Updates From the Product Team
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 32 views 5 comments 0 points Most recent by Coach Jon November 24Troubleshooting
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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 31 views 3 comments 3 points Most recent by moneymoneymoney111 November 24Quicken Business & Personal Feature Requests
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 14 views 0 comments 2 points Started by RASA November 24 Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 866 views 45 comments 34 points Most recent by flintster_99 November 22Feature Requests
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  Advanced Filters not working in the Income & Expense Report

  System 41 views 6 comments 0 points Most recent by Coach Natalie November 20Feedback
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  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 182 views 17 comments 4 points Most recent by MikeZ November 20Feature Requests
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 17 views 2 comments 2 points Most recent by DryHeat November 19Feature Requests
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  Delete Net Worth History? (edited)

  lynchbro 14 views 1 comment 0 points Most recent by Coach Natalie November 18Adding and Updating Accounts
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 55 views 7 comments 2 points Most recent by Coach Natalie November 18Feature Requests
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  Exporting a Financial Snapshot

  esender 19 views 1 comment 0 points Most recent by Coach Jon November 18Feedback
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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.6K views 69 comments 178 points Most recent by quick username November 14Feature Requests
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.6K views 58 comments 202 points Most recent by quick username November 14Feature Requests
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  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 89 views 6 comments 9 points Most recent by Coach Natalie November 12Feature Requests
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 123 views 29 comments 0 points Most recent by Coach Jon November 11Troubleshooting