Discussion List

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  221
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.4K views 114 comments 221 points Most recent by NB1 April 27Feature Requests
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.2K views 41 comments 83 points Most recent by Neubadger April 26Feature Requests
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  How can I get Net Income on Dashboard

  Answered N4KHQ 15 views 3 comments 0 points Most recent by Coach Jon April 22Using the Dashboard
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  Need to know more about Simplifi

  Answered ✓ CaliQkn 31 views 6 comments 0 points Most recent by CaliQkn April 22Getting Started
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  Not recognizing Venmo transactions

  Meileigh2021 7 views 2 comments 0 points Most recent by Mayra April 21Using Reports
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  Please remove the "everything else" clustering

  upstatepainter 33 views 4 comments 0 points Most recent by upstatepainter April 20Using Reports
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  107

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

  In Review ChrisHardie 1.9K views 63 comments 107 points Most recent by Max1223 April 20Feature Requests
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  Does Personal and Business subscription have better Personal reporting?

  Answered ✓ upstatepainter 36 views 3 comments 0 points Most recent by DryHeat April 20Using Reports
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  157

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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.2K views 58 comments 157 points Most recent by upstatepainter April 20Feature Requests
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  Add averages, min and max on the reports

  ashdubey 5 views 1 comment 0 points Most recent by Coach Kristina April 19Feedback
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  Report will not recognize Venmo as a Payee

  cat4130 4 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  170

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

  In Review Drummon1 2.6K views 68 comments 170 points Most recent by franks April 19Feature Requests
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed UrsulaA 48 views 3 comments 12 points Most recent by UrsulaA April 18Feature Requests
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  3
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 118 views 14 comments 3 points Most recent by DryHeat April 18Feature Requests
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  84

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  Add "Last 12 Months" To Reports

  Active mike128 464 views 36 comments 84 points Most recent by Coach Natalie April 18Feature Requests
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  36

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

  Active brianc 193 views 10 comments 36 points Most recent by Maddox April 15Feature Requests
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  Net Income Report needs Year to date feature

  remynoveshen 8 views 2 comments 0 points Most recent by RobWilk April 14Feedback
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  We want your feedback on the Balance Sheet Report!

  Announcement Coach Natalie 313 views 8 comments 0 points Most recent by br549 April 9Quicken Business & Personal Feedback
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  Add 'Tax Related' Filters to the Taxes Report (edited)

  Active gpolkga 15 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
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  199

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

  In Review Cincinnati-Boy 3.7K views 106 comments 199 points Most recent by br549 April 8Feature Requests
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  Please add the ability to save reporting settings for future use

  upstatepainter 14 views 1 comment 1 point Most recent by Coach Kristina April 6Using Reports
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 343 views 45 comments 0 points Most recent by UrsulaA April 5Report a Bug
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  How do I manually add a dividend income transaction, brokerage account missing in dropdown of add tx

  Answered ✓ Oogway 26 views 7 comments 0 points Most recent by SRC54 April 5Report a Bug
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 18 views 0 comments 2 points Started by gpobrien001 April 3 Quicken Business & Personal Feature Requests
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  How should I track payables/reimbursements?

  Answered ✓ jemenake 28 views 2 comments 0 points Most recent by jemenake April 3Getting Started
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  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  bcrossman 40 views 4 comments 0 points Most recent by bcrossman April 2Using Reports
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  18

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

  Active cmordas 693 views 40 comments 18 points Most recent by RobWilk April 1Feature Requests
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  98

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  Reports: Add a Comparison View/Report [edited] (4 Merged Votes)

  Active oceandreamer128 979 views 45 comments 98 points Most recent by willthepill62 April 1Feature Requests
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  Balance Sheet and Net Worth Report are blank when selecting an older time period

  System 9 views 2 comments 0 points Most recent by Coach Natalie March 31Business Reports
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 751 views 42 comments 88 points Most recent by TiggerTrainer March 31Feature Requests