Reports

Discussion List

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  Taxes Report is missing data for certain date ranges (edited)

  fcb 401 views 71 comments 0 points Most recent by Coach Jon 8:29PMTroubleshooting
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 614 views 34 comments 16 points Most recent by rayhooker 7:51PMFeature Requests
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  Tax Report - Brokerage account transactions excluded

  rayhooker 33 views 6 comments 0 points Most recent by Coach Natalie 2:53PMUsing Reports
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  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Active Max1223 50 views 5 comments 2 points Most recent by Coach Kristen February 14Feature Requests
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  NEW 02/13/25: Survey in Reports section not working (Survey Monkey)

  Announcement Coach Jon 31 views 0 comments 0 points Started by Coach Jon February 13 Known Product Issues
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  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 69 views 6 comments 2 points Most recent by DryHeat February 13Feature Requests
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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.1K views 54 comments 149 points Most recent by b-rock February 12Feature Requests
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  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 625 views 11 comments 13 points Most recent by SRC54 February 11Feature Requests
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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.5K views 67 comments 167 points Most recent by ngzering February 9Feature Requests
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  how to print full reports in Simplifi

  trtrlik 58 views 3 comments 0 points Most recent by Charles Collins February 8Using Reports
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 293 views 17 comments 30 points Most recent by flintster_99 February 8Feature Requests
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  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  In Review ChrisHardie 1.7K views 57 comments 99 points Most recent by SRC54 February 7Feature Requests
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  Thanks for the TAX report

  RobWilk 48 views 3 comments 3 points Most recent by DannyB February 6Feedback
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  Merged: Enhance net worth report visibility

  Closed leothemack 3 views 0 comments 1 point Started by leothemack February 6 Feature Requests
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 278 views 40 comments 0 points Most recent by UrsulaA February 5Report a Bug
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  Merged: New Tax Reporting feature not quite working

  Closed Max1223 5 views 0 comments 0 points Started by Max1223 February 5 Feedback
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  Color-coding categories in Reports

  Active snowboardsurfer 57 views 4 comments 4 points Most recent by mmmartian February 4Feature Requests
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  New Feature Alert: Tax Line Items & Taxes Report!

  Closed Coach Natalie 14.4K views 0 comments 9 points Started by Coach Natalie February 4 Updates From the Product Team
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  Improvements to Transfers: Assign categories and have them show up in reports [Edited]

  squirrelbeforesunset 22 views 2 comments 0 points Most recent by Coach Natalie February 3Feedback
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  Profit & Loss Report

  Active Charles Collins 422 views 18 comments 17 points Most recent by RobWilk February 2Feature Requests
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  Reporting

  mjjdad 79 views 4 comments 0 points Most recent by Coach Kristina February 1Business Reports
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  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 22 views 0 comments 3 points Started by gwonky February 1 Feature Requests
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  % on spending--------Net Worth Goals

  Sam47889 13 views 1 comment 1 point Most recent by Coach Natalie January 31Feedback
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  Quicken Lifetime Overview -- inflation source?

  Answered ✓ KSQuick 22 views 1 comment 0 points Most recent by RobWilk January 31Using Reports
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  Swiping down when scrolling filters->accounts undesirably exits list (edited)

  RobWilk 123 views 14 comments 0 points Most recent by RobWilk January 31Report a Bug
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  We want your feedback on the Balance Sheet Report!

  Announcement Coach Natalie 223 views 6 comments 0 points Most recent by burdencompany January 31Quicken Business & Personal Feedback
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  Table Style Reports in Simplifi

  jtb36 30 views 4 comments 0 points Most recent by Coach Jon January 30Feedback
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  Generate personal tax forms in Business & Personal (edited)

  tdpmd 20 views 1 comment 1 point Most recent by Coach Natalie January 29Business Reports
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  Generate Form 8829 in Taxes Report (edited)

  tdpmd 16 views 1 comment 1 point Most recent by Coach Natalie January 29Business Reports