Reports

Discussion List

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  Has anyone figured out how to print a simple income and expense report?

  Answered ✓ Closed Barry the buyer 162 views 2 comments 1 point Most recent by Barry the buyer July 2023How do you Quicken Simplifi?
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  Cannot edit transaction grayed out and "excluded from reports" to "included"

  Closed JacekP 92 views 1 comment 0 points Most recent by Coach Natalie July 2023Managing Your Transactions
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  Merged: Spending Report should allow for (rolling) average as well as sum

  tnixon42 1 view 0 comments 1 point Started by tnixon42 July 2023 Feature Requests
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  Merged: Default Net Worth Report to Last 12 Months

  jsy42 11 views 0 comments 3 points Started by jsy42 July 2023 Feature Requests
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  Display numerical values in "Over Time" Reports on Web without having to hover (edited)

  Active pkp 34 views 1 comment 3 points Most recent by RobWilk July 2023Feature Requests
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  What's the point of the Savings account type and Savings report?

  Answered ✓ Closed pkp 146 views 1 comment 0 points Most recent by SRC54 June 2023Using Reports
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  4
  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 51 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests
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  UI issue with Monthly Summary Report on mobile (edited)

  Closed bobluck 132 views 13 comments 0 points Most recent by Coach Natalie June 2023Report a Bug
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  Is there a way to select all accounts?

  Answered ✓ Closed scottbaird 54 views 1 comment 0 points Most recent by Coach Natalie June 2023Using Reports
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  Ability to run Spending Report by Month without using Custom Date Range (edited)

  Active noone 31 views 0 comments 3 points Started by noone June 2023 Feature Requests
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  Add a separate Report for spouse's accounts to show overall health of the household (edited)

  Active Vulpes 57 views 0 comments 1 point Started by Vulpes June 2023 Feature Requests
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  I May Be A Step Closer To Making Savings Goals Work As I Want

  Closed ajbopp 177 views 7 comments 0 points Most recent by Flopbot June 2023Share your Success!
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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 74 views 2 comments 3 points Most recent by ajbopp June 2023Feature Requests
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  Subscriptions are not shown when filtering Reports to show Bills & Subscriptions (edited)

  Closed Massaro920 97 views 8 comments 1 point Most recent by Coach Natalie May 2023Report a Bug
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  Profit & Loss Report

  Answered ✓ Closed Charles Collins 192 views 2 comments 0 points Most recent by Charles Collins May 2023Using Reports
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  Merged: Transaction Activity of Reports: Show the Split Amount for the Filter (edited)

  Carl274 71 views 0 comments 6 points Started by Carl274 May 2023 Feature Requests
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  Ability to have income transactions using an Expense Category show up in Income Report (edited)

  Active Vulpes 68 views 0 comments 1 point Started by Vulpes May 2023 Feature Requests
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  Digital Entertainment Credit

  Answered ✓ Closed SanMarzano 52 views 2 comments 0 points Most recent by SanMarzano May 2023Bills and Income
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  Transactions from 'closed' accounts not in reports

  Closed RobWilk 181 views 10 comments 0 points Most recent by RobWilk May 2023Using Reports
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  Transactions appearing in reports even when tagged not to

  Answered ✓ Closed rdenove 42 views 3 comments 0 points Most recent by Coach Natalie May 2023Using Reports
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  Add ability for Monthly Summary on Reports

  Closed @764mes 72 views 1 comment 0 points Most recent by Coach Natalie April 2023Using Reports
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  Why can’t I see investment income reported with regular income ?

  Answered ✓ Closed Anthony Dee 401 views 7 comments 0 points Most recent by Anthony Dee April 2023Investments
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  In Reports, is there a way to filter out transactions as opposed to filtering them in?

  Answered ✓ Closed SeattleGuy 88 views 2 comments 0 points Most recent by Flopbot April 2023Using Reports
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  Refunds Show Up In Spending Report

  Closed ajbopp 193 views 4 comments 0 points Most recent by Coach Natalie April 2023Feedback
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  Ability to include any account in the Savings Report and not just Savings Accounts (edited)

  Active ramza1011 74 views 4 comments 4 points Most recent by RobWilk April 2023Feature Requests
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  3.28.2 broke categories in spending reports on mobile

  Closed Pmrussell892 83 views 3 comments 0 points Most recent by Pmrussell892 April 2023Report a Bug
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  How about a Recurring Transactions Report?

  Closed Jeannette 113 views 4 comments 1 point Most recent by Jeannette April 2023Bills and Income
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  My humble suggestions

  Closed Chrobrego 288 views 8 comments 1 point Most recent by DannyB April 2023Feedback
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  Ability to run Reports by Flag color (edited)

  Active floridagal 42 views 0 comments 5 points Started by floridagal April 2023 Feature Requests