Reports

Discussion List

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  Table Style Reports in Simplifi

  Closed jtb36 73 views 4 comments 0 points Most recent by Coach Jon January 2025Feedback
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  Generate personal tax forms in Business & Personal (edited)

  Closed tdpmd 38 views 1 comment 1 point Most recent by Coach Natalie January 2025Business Reports
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  Generate Form 8829 in Taxes Report (edited)

  Closed tdpmd 13 views 1 comment 1 point Most recent by Coach Natalie January 2025Business Reports
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  Tax Line Items

  Answered ✓ Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie January 2025Feedback
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  Balance Sheet report change date

  Closed dioni0894 78 views 1 comment 1 point Most recent by Coach Kristina January 2025Business Reports
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  Why is Simplify adding my expenses to my Income for Net Income

  Answered ✓ Closed N4KHQ 109 views 14 comments 0 points Most recent by N4KHQ January 2025Report a Bug
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  No ability to create a rule on the reports spending tab

  Closed andyqq99 22 views 3 comments 0 points Most recent by Coach Natalie January 2025Feedback
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  Customizing Budget Reports & General Category Transaction Format-Mac

  Closed Jmk1 23 views 1 comment 0 points Most recent by Coach Natalie January 2025Feedback
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  Percentages, Choice of Graph

  Closed Sam47889 11 views 1 comment 1 point Most recent by Coach Kristina January 2025Feedback
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  Merged: Debt report

  Closed John Dressel 1 view 0 comments 1 point Most recent by John Dressel January 2025Feature Requests
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  Ability to run Reports by Flag color (edited)

  Active floridagal 46 views 1 comment 6 points Most recent by juli7 January 2025Feature Requests
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  Future Net Worth - Allow an end date in the future on the Net Worth Report

  Active Jeannette 12 views 0 comments 1 point Most recent by Jeannette January 2025Feature Requests
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  Forecast Spending Plan Categories and the Grand Totals [Edited]

  Closed Soup 21 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
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  "Last Year" report quick filters stuck on 2023

  Closed Wedo778 11 views 3 comments 0 points Most recent by Wedo778 January 2025Report a Bug
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  Save report date range (edited)

  Closed TommyS 41 views 1 comment 0 points Most recent by Coach Natalie December 2024Using Reports
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  Display numerical values in "Over Time" Reports on Web without having to hover (edited)

  Active pkp 55 views 3 comments 4 points Most recent by RobWilk December 2024Feature Requests
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  Columns still don't "stick" in reports.

  Closed RobWilk 22 views 1 comment 1 point Most recent by Coach Natalie December 2024Feedback
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  Merged: Spending report that allows comparison of categories for current year vs previous year

  Closed Odin700 21 views 0 comments 1 point Most recent by RobWilk December 2024Feature Requests
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  Bar graph default view in reports

  Closed BadgerHat 16 views 1 comment 0 points Most recent by RobWilk December 2024Using Reports
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  Merged: Printing a report is a MUST

  Closed Photoipster 1 view 0 comments 1 point Most recent by Photoipster December 2024Feature Requests
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  Net Worth Report Missing "Education" Category

  Closed budgetj75 21 views 4 comments 0 points Most recent by budgetj75 December 2024Report a Bug
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  Third level category not rolling up properly in Reports (edited)

  Closed RickS 195 views 22 comments 2 points Most recent by Jenny T December 2024Report a Bug
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  529 Plan Account Type Not Included in Net Worth Report (edited)

  Closed Snipes 145 views 11 comments 1 point Most recent by Coach Natalie December 2024Report a Bug
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  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 63 views 3 comments 9 points Most recent by SRC54 December 2024Feature Requests
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  Spending Report by Number of Spending Transactions per Month w/ Average

  Active RobWilk 12 views 3 comments 1 point Most recent by UrsulaA November 2024Feature Requests
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  Categories with parentheses in the name showing amount of "$[object Object]"/$NaN (edited)

  Closed Kseniya 150 views 21 comments 0 points Most recent by Coach Jon November 2024Report a Bug
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  Net Income is positive but graph is below

  Closed N4KHQ 44 views 11 comments 0 points Most recent by N4KHQ November 2024Report a Bug