Reports

Discussion List

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  71

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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 546 views 36 comments 71 points Most recent by v4run9 1:22AMFeature Requests
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  12

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  Add an Assets/Liabilities Net Worth Chart (edited)

  Active David P 144 views 9 comments 12 points Most recent by Bearpaws September 5Feature Requests
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  4

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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 21 views 3 comments 4 points Most recent by EL1234 September 5Feature Requests
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  Most Requested Report Features

  UrsulaA 25 views 1 comment 5 points Most recent by UrsulaA September 5FAQ Section
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  Display issue in the savings report for accounts with parentheses in the name (edited)

  Technomutt 95 views 14 comments 0 points Most recent by Coach Natalie September 4Report a Bug
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  101
  Customizable Columns in Reports/Include 'Notes' Column (edited)

  Completed TheNigerianPrince 893 views 50 comments 101 points Most recent by Coach Natalie September 4Feature Requests
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 90 views 20 comments 0 points Most recent by UrsulaA August 29Report a Bug
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  5

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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 67 views 2 comments 5 points Most recent by UrsulaA August 28Feature Requests
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  146

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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  Active EL1234 1K views 39 comments 146 points Most recent by Budgetboy3000 August 27Feature Requests
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  6

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  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 96 views 2 comments 6 points Most recent by UrsulaA August 24Feature Requests
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  167

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

  In Review Cincinnati-Boy 3K views 92 comments 167 points Most recent by Flopbot August 22Feature Requests
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  Merged: Comprehensive Report Export

  jochs 8 views 0 comments 1 point Started by jochs August 21 Feature Requests
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  Sub Categories in Reports and Saved Reported (edited)

  Mountain Boy 19 views 1 comment 2 points Most recent by Coach Natalie August 21Using Reports
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  Manual account balance is incorrect (edited)

  Morey Chang 377 views 36 comments 0 points Most recent by Coach Natalie August 19Troubleshooting
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  Creating a Transaction Rule from Reports (edited)

  Answered ✓ andyqq99 22 views 1 comment 0 points Most recent by Coach Jon August 16Troubleshooting
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  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 8 views 0 comments 1 point Started by Mango2024 August 15 Categories and Tags
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  53

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  Add "Last 12 Months" To Reports

  Active mike128 239 views 14 comments 53 points Most recent by nobay August 15Feature Requests
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  1

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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 9 views 1 comment 1 point Most recent by Coach Natalie August 15Feature Requests
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  2

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  Add daily detail to net income report

  Active SeePigeons 27 views 1 comment 2 points Most recent by Coach Natalie August 14Feature Requests
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  1

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  Net Worth Report: Group accounts according to the headers in the Accounts List (edited)

  Active Adderdawn 6 views 0 comments 1 point Started by Adderdawn August 13 Feature Requests
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  Exporting transactions from reports no longer includes parent categories (edited)

  Closed lwyman 101 views 10 comments 0 points Most recent by UrsulaA August 8Report a Bug
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  New Feature Alert: Split Transactions in Reports, Watchlists, and the Spending Plan!

  Closed Coach Natalie 492 views 1 comment 8 points Most recent by Coach Natalie August 8Updates From the Product Team
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  Simplifi App iOS does not allow proper viewing of Reports-Income-View by Categories.

  Closed Alit 45 views 9 comments 0 points Most recent by Coach Jon August 6Report a Bug
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  Income Dividend Transactions greyed out in Reports

  Closed System 16 views 5 comments 0 points Most recent by Coach Jon August 1Troubleshooting
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  219
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 2.5K views 89 comments 219 points Most recent by mimiminn August 1Feature Requests
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  2

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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Active pst 14 views 1 comment 2 points Most recent by RobWilk July 30Feature Requests
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  19

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  Credit Card Utilization Report

  Active Marcus 70 views 9 comments 19 points Most recent by UrsulaA July 30Feature Requests
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  42

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  Add 'Averages' to Reports (edited)

  Active rb94 285 views 16 comments 42 points Most recent by frangkee July 29Feature Requests
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  15

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 491 views 30 comments 15 points Most recent by pkBubba July 26Feature Requests
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  Reports Mess Up Payee Names

  Closed SRC54 217 views 28 comments 0 points Most recent by SRC54 July 25Report a Bug