Reports

Discussion List

• 
  where is the reports tab on quicken simplifi

  Answered starfish 9 views 1 comment 0 points Most recent by Coach Jon 8:53PMUsing Reports
• 
  2

  Up Down
  In Reports, show a count of transactions matching the filters

  GC_MC 19 views 2 comments 2 points Most recent by Coach Natalie 4:32PMFeature Requests
• 
  Simplifi | Investment | Transaction Category & Reports

  Thor 66 views 9 comments 0 points Most recent by SRC54 March 29Investments
• 
  Getting transaction amounts to show in reports run by category?

  Answered ✓ foster13 14 views 1 comment 0 points Most recent by foster13 March 28Using Reports
• 
  5
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  In Progress Max1223 349 views 29 comments 5 points Most recent by brisure March 27Feature Requests
• 
  7

  Up Down
  Report charts should round to the nearest dollar (edited)

  Active alkaboy 53 views 8 comments 7 points Most recent by alkaboy March 26Feature Requests
• 
  Enhanced Reports: Share your feedback here!

  Announcement Coach Natalie 373 views 57 comments 0 points Most recent by sbennet1 March 25Early Access User Feedback
• 
  Is there a report for projected cash flow? (edited)

  Answered albuds 28 views 1 comment 0 points Most recent by Coach Jon March 25Projected Cash Flow
• 
  Stop changing column displays and column names in reports (edited)

  quick username 33 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback
• 
  Merged: Report Export to CSV: negative numbers showing as positives

  Closed RobI 25 views 0 comments 0 points Most recent by jmach March 23Troubleshooting
• 
  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 444 views 42 comments 0 points Most recent by Coach Jon March 23Troubleshooting
• 
  Spending Over Time Report: Months Overlap Each Other (edited)

  RobWilk 88 views 9 comments 0 points Most recent by RobWilk March 23Report a Bug
• 
  Merged: Income and Expense Report chart is compressed on Mobile (edited)

  Closed RobI 27 views 0 comments 0 points Most recent by RobI March 22Using Reports
• 
  New Feature Alert: Enhanced Reports!

  Announcement Closed Coach Natalie 829 views 2 comments 1 point Most recent by Coach Natalie March 19Updates From the Product Team
• 
  No Dates in Report: Taxes

  rco 14 views 1 comment 0 points Most recent by Coach Jon March 19Using Reports
• 
  Manual Bank accounts show $0 in reports

  cb611927 11 views 1 comment 0 points Most recent by SRC54 March 19Troubleshooting
• 
  Unknown/NA tags previously removed still show in reports and transactions

  UrsulaA 615 views 65 comments 0 points Most recent by Coach Jon March 18Report a Bug
• 
  Is there anyway to print mileage? Not seeing mileage in the Taxes report. (edited)

  System 13 views 2 comments 0 points Most recent by Coach Jon March 18General Troubleshooting
• 
  3

  Up Down
  QBP: Option to hide unused categories in the Schedule C, E, F View in Taxes Report (edited)

  cyberstackn 80 views 8 comments 3 points Most recent by cyberstackn March 18Quicken Business & Personal Feature Requests
• 
  7

  Up Down
  Reports: Display totals in the bar graph without hovering (edited)

  Active featheredinvite 44 views 4 comments 7 points Most recent by Coach Natalie March 18Feature Requests
• 
  40
  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Completed Jbenz 534 views 32 comments 40 points Most recent by Coach Natalie March 18Feature Requests
• 
  Reports using Tags bug or unexpected behavior

  Max1223 171 views 11 comments 0 points Most recent by Coach Natalie March 18Report a Bug
• 
  6
  Reports - Rollup third level category to second level and then top level

  Completed RickS 59 views 5 comments 6 points Most recent by Coach Kristina March 14Feature Requests
• 
  36

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

  Active cmordas 1K views 46 comments 36 points Most recent by nopenopenopenopenope March 14Feature Requests
• 
  6

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

  Active Norm6257 88 views 5 comments 6 points Most recent by Norm6257 March 14Feature Requests
• 
  9

  Up Down
  Let me choose Bar Charts by default for all Reports (edited)

  Active alkaboy 65 views 4 comments 9 points Most recent by alkaboy March 12Feature Requests
• 
  20

  Up Down
  Ability to view any month in the Monthly Summary Report (edited)

  Active System 283 views 15 comments 20 points Most recent by jmartin417 March 11Feature Requests
• 
  3
  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 102 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
• 
  2
  Add an 'Attachments' column to Reports (edited)

  Completed Dick_Davis 16 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
• 
  2
  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Completed IB1542 20 views 1 comment 2 points Most recent by Coach Natalie March 11Quicken Business & Personal Feature Requests