Reports

Discussion List

• 
  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  jdtrujillo 15 views 4 comments 0 points Most recent by DryHeat 4:00PMReport a Bug
• 
  Enhanced Reports: Share your feedback here!

  Announcement Coach Natalie 306 views 49 comments 0 points Most recent by N4KHQ 12:18AMEarly Access User Feedback
• 
  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  System 32 views 8 comments 0 points Most recent by Coach Natalie December 12Troubleshooting
• 
  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  System 13 views 2 comments 0 points Most recent by SRC54 December 11Troubleshooting
• 
  1

  Up Down
  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 15 views 1 comment 1 point Most recent by Coach Natalie December 9Quicken Business & Personal Feature Requests
• 
  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.9K views 129 comments 223 points Most recent by EL1234 December 9Feature Requests
• 
  Print or Export Business Reports: Share your feedback here!

  Announcement Coach Natalie 61 views 7 comments 0 points Most recent by Coach Natalie December 8Early Access User Feedback
• 
  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 5 views 0 comments 0 points Started by Dick_Davis December 7 Business Reports
• 
  39

  Up Down
  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 435 views 28 comments 39 points Most recent by SRC54 December 6Feature Requests
• 
  6

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

  Active Norm6257 47 views 4 comments 6 points Most recent by SRC54 December 5Feature Requests
• 
  211

  Up Down
  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.8K views 64 comments 211 points Most recent by santoshamb December 4Feature Requests
• 
  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  ThePi_Treasurer 30 views 4 comments 0 points Most recent by Coach Natalie December 4Report a Bug
• 
  5

  Up Down
  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 21 views 2 comments 5 points Most recent by DannyB December 4Feature Requests
• 
  Spending report broken down by tag, duplicates transaction totals

  edsdls 21 views 6 comments 0 points Most recent by SRC54 December 3Troubleshooting
• 
  119

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

  In Review ChrisHardie 2.3K views 67 comments 119 points Most recent by 6-1blonde December 3Feature Requests
• 
  224

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

  In Review Cincinnati-Boy 4.3K views 118 comments 224 points Most recent by SCT41 December 2Feature Requests
• 
  190

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

  In Review Drummon1 2.9K views 74 comments 190 points Most recent by Ruonline December 1Feature Requests
• 
  Export to PDF is practically useless to me

  SRC54 20 views 4 comments 0 points Most recent by Coach Natalie December 1Feedback
• 
  87

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

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 1Feature Requests
• 
  Can't Print Reports in Simplify?? Seriously??

  DAP 24 views 2 comments 0 points Most recent by Coach Kristina November 30Feedback
• 
  1

  Up Down
  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 21 views 1 comment 1 point Most recent by SRC54 November 30Feature Requests
• 
  Adding back tag field to spending report

  zipfamily 55 views 8 comments 0 points Most recent by DryHeat November 27Using Reports
• 
  New Feature Alert: Enhanced Reports!

  Announcement Closed Coach Natalie 222 views 0 comments 1 point Started by Coach Natalie November 26 Updates From the Product Team
• 
  Transactions in accounts setup to include in Reports are being excluded

  ThadW 32 views 5 comments 0 points Most recent by Coach Jon November 24Troubleshooting
• 
  3

  Up Down
  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 35 views 3 comments 3 points Most recent by moneymoneymoney111 November 24Quicken Business & Personal Feature Requests
• 
  2

  Up Down
  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 14 views 0 comments 2 points Started by RASA November 24 Feature Requests
• 
  34

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

  Active cmordas 868 views 45 comments 34 points Most recent by flintster_99 November 22Feature Requests
• 
  Advanced Filters not working in the Income & Expense Report

  System 41 views 6 comments 0 points Most recent by Coach Natalie November 20Feedback
• 
  4
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 189 views 17 comments 4 points Most recent by MikeZ November 20Feature Requests
• 
  2

  Up Down
  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 18 views 2 comments 2 points Most recent by DryHeat November 19Feature Requests