Reports

Discussion List

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  Comparison Reports: Share your feedback here!

  Announcement Coach Natalie 180 views 10 comments 0 points Most recent by vrr106 October 22Early Access User Feedback
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  How Can I Submit an Enhancement for Simplifi: Budget to Actual Report (edited)

  Answered DuaneB 45 views 1 comment 0 points Most recent by Coach Kristina October 18Using Reports
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  Meta Report

  Active ajbopp 34 views 3 comments 3 points Most recent by Coach Natalie October 14Feature Requests
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  Spending Report categories shows an ATM cash withdrawal as positive - expected? (edited)

  Answered Mortimer Duke 84 views 4 comments 0 points Most recent by Mortimer Duke October 11Using Reports
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 132 views 8 comments 17 points Most recent by John Dressel October 9Feature Requests
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  Configurable Total and/or Average column in report tables (edited)

  BryceSchober 40 views 1 comment 0 points Most recent by Coach Natalie October 7Using Reports
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  Add a Report for Planned Spend (edited)

  Active l6538 46 views 2 comments 5 points Most recent by SRC54 October 5Feature Requests
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  Add a Savings Goal Report (edited)

  In Review ajbopp 152 views 2 comments 16 points Most recent by birbyb October 2Feature Requests
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  Is there a Savings Goal Report? (edited)

  Answered ✓ birbyb 66 views 1 comment 0 points Most recent by Coach Aldair October 2Using Savings Goals
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  Report filter "Not Excluded in spending plan" not honoring setting in split transaction.

  MCStraight 100 views 4 comments 0 points Most recent by Coach Natalie October 2Report a Bug
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  New Feature Alert: Comparison Reports!

  Announcement Closed Coach Natalie 380 views 0 comments 0 points Started by Coach Natalie October 1 Updates From the Product Team
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  Mobile App: Show a breakdown of subcategories in reports (edited)

  Active Whitewashed104 42 views 0 comments 3 points Started by Whitewashed104 September 28 Feature Requests
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  Reports -> Taxes: There's no date field

  rco 47 views 1 comment 0 points Most recent by Coach Natalie September 25Using Reports
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  Add 'Averages' to Reports (edited)

  Active rb94 800 views 24 comments 65 points Most recent by Coach Natalie September 25Feature Requests
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  Add the 'Flag' filter option back to reports (edited)

  Active julietvictor 100 views 2 comments 9 points Most recent by Coach Kristina September 20Feature Requests
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  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 1.1K views 36 comments 5 points Most recent by DryHeat September 16Feature Requests
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  Reports are not saving table column customizations (edited)

  Closed cyberstackn 121 views 5 comments 2 points Most recent by Coach Natalie September 11Troubleshooting
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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 103 views 3 comments 14 points Most recent by SRC54 September 9Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1.8K views 55 comments 42 points Most recent by Coach Natalie September 8Feature Requests
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  Show split-level notes in the table at the bottom of reports (edited)

  Active hearthsidehosting 56 views 0 comments 2 points Started by hearthsidehosting September 5 Feature Requests
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  Dynamic Date Ranges in Reports: Share your feedback here!

  Closed Coach Natalie 233 views 7 comments 1 point Most recent by Coach Natalie September 3Feedback
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  Horizontal Bar graphs in reports have misaligned/overlapping labels (edited)

  Closed Kevp123 237 views 10 comments 0 points Most recent by Coach Aldair September 3Report a Bug
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  Don't cut off long bar graph labels/use a consistent number of characters (edited)

  Active DryHeat 168 views 7 comments 2 points Most recent by Coach Natalie September 2Feature Requests
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  Reports filter not honoring the "Show Excluded in Reports" option (edited)

  Closed Me123456 332 views 17 comments 0 points Most recent by Me123456 September 2Report a Bug
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  Add an 'Amount' filter (edited)

  Active SquirrelScratcher 36 views 0 comments 4 points Started by SquirrelScratcher September 2 Feature Requests
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 4K views 71 comments 234 points Most recent by pbryn1983 September 1Feature Requests
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  Ability to have excluded transactions (when "shown") count toward report totals (edited)

  Active disc2120 222 views 5 comments 5 points Most recent by vxn August 30Feature Requests
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 255 views 13 comments 17 points Most recent by Daniel D. August 21Quicken Business & Personal Feature Requests
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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Completed Closed cobra1316 951 views 25 comments 50 points Most recent by Coach Natalie August 21Feature Requests
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  Add a Trends/Comparison Chart [edited] (4 Merged Votes)

  Completed Closed oceandreamer128 2.6K views 62 comments 123 points Most recent by Coach Natalie August 21Feature Requests