Reports

Discussion List

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  Issue exporting the Taxes Report to .txf

  System 34 views 9 comments 0 points Most recent by Stu123 10:30PMTroubleshooting
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 33 views 2 comments 1 point Most recent by SRC54 7:19PMFeature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.1K views 135 comments 223 points Most recent by EL1234 January 5Feature Requests
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 143 views 28 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Enhanced Reports: Share your feedback here!

  Announcement Coach Natalie 589 views 71 comments 0 points Most recent by lwyman January 5Early Access User Feedback
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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.6K views 71 comments 185 points Most recent by Frustrated January 5Feature Requests
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  How can I view business deposits into my checking account in reports

  Answered ✓ skano 20 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
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  Net Worth Report graph is incorrect for Fidelity 401k account (edited)

  Rob5527 26 views 5 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Will the goal of Simplifi ever be to emulate the reporting capabilities of Quicken Deskttop?

  Answered Giacomo 22 views 1 comment 0 points Most recent by SRC54 January 4Using Reports
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  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 816 views 14 comments 13 points Most recent by jorder January 3Feature Requests
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  QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)

  Active Dick_Davis 24 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 431 views 50 comments 0 points Most recent by UrsulaA January 1Report a Bug
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  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 9 views 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
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  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 223 views 18 comments 4 points Most recent by silent jon December 2025Feature Requests
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  QBP: Reports should use Client, not Invoice, as the Payee (edited)

  Active sidewalkboots 8 views 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
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  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Melisa 37 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
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  Merged: Numbers in reports should be right justified

  Closed mdleighty 30 views 0 comments 1 point Started by mdleighty December 2025 Using Reports
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  Seeing Month to Month spending for a particular category

  Answered ✓ Thomas56 46 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 678 views 36 comments 113 points Most recent by SRC54 December 2025Feature Requests
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 54 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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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 2025Troubleshooting
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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.9K views 76 comments 194 points Most recent by Coach Kristina December 2025Feature Requests
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  Print or Export Business Reports: Share your feedback here!

  Announcement Coach Natalie 83 views 10 comments 0 points Most recent by SRC54 December 2025Early Access User Feedback
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  System 36 views 8 comments 0 points Most recent by Coach Natalie December 2025Troubleshooting
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  System 15 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 22 views 1 comment 1 point Most recent by Coach Natalie December 2025Quicken Business & Personal Feature 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 2025 Business Reports
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 468 views 28 comments 39 points Most recent by SRC54 December 2025Feature Requests
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 51 views 4 comments 6 points Most recent by SRC54 December 2025Feature Requests
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.9K views 64 comments 215 points Most recent by santoshamb December 2025Feature Requests