Reports

Discussion List

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  Annual Budgeting by Category/Sub-Category & Reporting

  Coastal 47 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Printing a Report in QSV

  Dmenk60 11 views 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
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  Why is investment income excluded from reports? (edited)

  Answered ✓ tmucsu 21 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  55

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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 262 views 15 comments 55 points Most recent by tsananiu January 26Feature Requests
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  8

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  Add a Report for Transfers (edited)

  Active ajbopp 111 views 7 comments 8 points Most recent by cat with hat January 25Feature Requests
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  4

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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 58 views 4 comments 4 points Most recent by josephbradley January 25Quicken Business & Personal Feature Requests
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  How can I include/exclude large, lumpy transactions from Net Income report?

  Answered alisoncap 15 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  114

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  Add a Trends/Comparison Chart [edited] (4 Merged Votes)

  Active oceandreamer128 1.3K views 59 comments 114 points Most recent by Coastal January 23Feature Requests
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 243 views 35 comments 0 points Most recent by Coach Jon January 23Troubleshooting
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  Income and Expense Report Printing? (edited)

  Answered jmhull67 13 views 1 comment 0 points Most recent by Coach Jon January 22Using Reports
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  218

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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3K views 65 comments 218 points Most recent by alisoncap January 22Feature Requests
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  91

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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.5K views 48 comments 91 points Most recent by Randolph January 22Feature Requests
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  Issue exporting the Taxes Report to .txf

  System 129 views 22 comments 0 points Most recent by Coach Jon January 21Troubleshooting
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  62

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  Add 'Averages' to Reports (edited)

  Active rb94 415 views 22 comments 62 points Most recent by Drexgreen January 21Feature Requests
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  4
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 255 views 19 comments 4 points Most recent by Karla W January 20Feature Requests
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  Enhanced Reports: Share your feedback here!

  Announcement Coach Natalie 878 views 75 comments 0 points Most recent by Coastal January 19Early Access User Feedback
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  232

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

  In Review Cincinnati-Boy 4.4K views 120 comments 232 points Most recent by Coach Kristina January 18Feature Requests
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  Merged: Reports need to print to pdf or Word

  Closed GaryB-OR 4 views 0 comments 1 point Started by GaryB-OR January 18 Feature Requests
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  Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

  Answered BLH 20 views 1 comment 0 points Most recent by SRC54 January 18Using Reports
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  Three Reports on Simplifi Mobile 5.47.0 Not Working

  Forteleza 20 views 2 comments 0 points Most recent by Forteleza January 18Using Reports
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  8

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  Conversational AI Analytics

  Active ferndot 27 views 2 comments 8 points Most recent by tomewilson January 17Feature Requests
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  122

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  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  In Review ChrisHardie 2.4K views 68 comments 122 points Most recent by Yankster January 14Feature Requests
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  6

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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 45 views 2 comments 6 points Most recent by Coach Natalie January 14Feature Requests
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  In expense report, why are subcategories not grouped with their main category?

  Midwest867 49 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  System 66 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
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  Is There a Subcategory Breakdown in Reports? (edited)

  Answered ✓ DK777 16 views 1 comment 0 points Most recent by Coach Natalie January 7Using Reports
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  1

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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 34 views 2 comments 1 point Most recent by SRC54 January 6Feature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.2K views 135 comments 223 points Most recent by EL1234 January 5Feature Requests