Reports

Discussion List

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  Enhanced Reports: Share your feedback here!

  Announcement Coach Natalie 1.1K views 85 comments 0 points Most recent by Coach Natalie February 13Early Access User Feedback
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  8
  Conversational AI Analytics

  Completed ferndot 40 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Drummon1 3K views 78 comments 199 points Most recent by Coach Natalie February 12Feature Requests
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  Print or Export Business Reports: Share your feedback here!

  Closed Coach Natalie 135 views 11 comments 0 points Most recent by Coach Natalie February 10Early Access User Feedback
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 4.4K views 136 comments 223 points Most recent by PM009 February 5Feature Requests
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  11

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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 75 views 7 comments 11 points Most recent by EL1234 February 3Feature Requests
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 295 views 38 comments 0 points Most recent by jonoruss February 3Troubleshooting
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  3

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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 13 views 0 comments 3 points Started by tmucsu February 2 Feature Requests
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  235

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

  In Review Cincinnati-Boy 4.4K views 121 comments 235 points Most recent by ClaudiaH February 2Feature Requests
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  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed David P 244 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
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  Income and Expense Report Printing? (edited)

  Answered ✓ jmhull67 40 views 2 comments 0 points Most recent by Coach Jon January 29Using Reports
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  Issue exporting the Taxes Report to .txf

  System 144 views 23 comments 0 points Most recent by Coach Jon January 28Troubleshooting
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  92

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

  Active RobWilk 1.5K views 50 comments 92 points Most recent by SRC54 January 28Feature Requests
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  11

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  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 106 views 3 comments 11 points Most recent by Coach Natalie January 28Feature Requests
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  5

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  Simple analysis added to Reports (edited)

  Active chae1020 32 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
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  Annual Budgeting by Category/Sub-Category & Reporting

  Coastal 60 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Printing a Report in QSV

  Dmenk60 13 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 35 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  56

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

  Active brianc 266 views 15 comments 56 points Most recent by tsananiu January 26Feature Requests
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  9

  Up Down
  Add a Report for Transfers (edited)

  Active ajbopp 115 views 7 comments 9 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 56 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?

  alisoncap 12 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  117

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

  Active oceandreamer128 1.3K views 59 comments 117 points Most recent by Coastal January 23Feature Requests
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  220

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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 220 points Most recent by alisoncap January 22Feature Requests
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  63

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  Add 'Averages' to Reports (edited)

  Active rb94 415 views 22 comments 63 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 259 views 19 comments 4 points Most recent by Karla W January 20Feature Requests
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  Merged: Reports need to print to pdf or Word

  Closed GaryB-OR 1 view 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 21 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 21 views 2 comments 0 points Most recent by Forteleza January 18Using Reports
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  123

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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 123 points Most recent by Yankster January 14Feature Requests