Reports

Discussion List

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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 668 views 36 comments 111 points Most recent by SRC54 12:25PMFeature Requests
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  Enhanced Reports: Share your feedback here!

  Announcement Coach Natalie 385 views 55 comments 0 points Most recent by WCR 1:15AMEarly Access User Feedback
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  Difference between Accounts List and the Net Worth Report (edited)

  jonoruss 40 views 4 comments 0 points Most recent by Coach Jon December 16Troubleshooting
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 49 views 7 comments 0 points Most recent by Coach Jon December 15Troubleshooting
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  Seeing Month to Month spending for a particular category

  Answered Thomas56 20 views 1 comment 0 points Most recent by DannyB December 15Using Reports
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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  jdtrujillo 33 views 6 comments 0 points Most recent by SRC54 December 14Troubleshooting
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  192

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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.9K views 76 comments 192 points Most recent by Coach Kristina December 13Feature Requests
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  Print or Export Business Reports: Share your feedback here!

  Announcement Coach Natalie 67 views 10 comments 0 points Most recent by SRC54 December 13Early Access User Feedback
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  System 33 views 8 comments 0 points Most recent by Coach Natalie December 12Troubleshooting
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  System 13 views 2 comments 0 points Most recent by SRC54 December 11Troubleshooting
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 18 views 1 comment 1 point Most recent by Coach Natalie December 9Quicken Business & Personal Feature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4K views 129 comments 223 points Most recent by EL1234 December 9Feature Requests
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  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 5 views 0 comments 0 points Started by Dick_Davis December 7 Business Reports
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 436 views 28 comments 39 points Most recent by SRC54 December 6Feature Requests
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  6

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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 47 views 4 comments 6 points Most recent by SRC54 December 5Feature Requests
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  211

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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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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  ThePi_Treasurer 30 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 21 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 21 views 6 comments 0 points Most recent by SRC54 December 3Troubleshooting
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  119

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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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  224

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

  In Review Cincinnati-Boy 4.3K views 118 comments 224 points Most recent by SCT41 December 2Feature Requests
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  Export to PDF is practically useless to me

  SRC54 21 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 24 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 21 views 1 comment 1 point Most recent by SRC54 November 30Feature Requests
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  Adding back tag field to spending report

  zipfamily 56 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 244 views 0 comments 1 point Started by Coach Natalie November 26 Updates From the Product Team
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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 36 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 875 views 45 comments 34 points Most recent by flintster_99 November 22Feature Requests