Reports

Discussion List

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  Custom reports?

  Answered ✓ Closed perkin-warbeck 454 views 1 comment 1 point Most recent by Coach Natalie August 2023Using Reports
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  All investment accounts/transactions excluded from reports?

  Answered ✓ Closed pkp 239 views 6 comments 0 points Most recent by SRC54 August 2023Using Reports
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  Transactions from ignored accounts are displayed and calculated in Reports (edited)

  Closed kevinliu0331 82 views 8 comments 1 point Most recent by Coach Natalie August 2023Report a Bug
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  I can not understand why you can not print reports

  Closed S.Scott 27 views 1 comment 0 points Most recent by Coach Natalie August 2023Feedback
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  2
  Enable brokerage accounts to be included in New Worth report

  Already Offered DEA3 52 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests
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  is there a way to display or print a report with more than 9 categories and...

  Answered ✓ Closed BeeeTeee 113 views 2 comments 0 points Most recent by Coach Natalie August 2023Using Reports
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  Should I exclude or include transfers to G-kids custodial accounts?

  Answered ✓ Closed DannyB 55 views 3 comments 0 points Most recent by DannyB August 2023Using the Spending Plan
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  July Final Percentages

  Closed DannyB 55 views 2 comments 2 points Most recent by DannyB August 2023Share your Success!
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  Backdate manual accounts for the Net Worth Report? (edited)

  Answered ✓ Closed Apr627 187 views 2 comments 0 points Most recent by DannyB August 2023Using Reports
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  How do I make a profit and loss report

  Answered ✓ Closed Kevin K 286 views 3 comments 2 points Most recent by Coach Natalie July 2023Using Reports
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  Default end date for Reports on web app stuck on July 4?

  Closed pkp 42 views 8 comments 0 points Most recent by Coach Natalie July 2023Report a Bug
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  Has anyone figured out how to print a simple income and expense report?

  Answered ✓ Closed Barry the buyer 166 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 96 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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  3

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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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  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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  3

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  Ability to run Spending Report by Month without using Custom Date Range (edited)

  Active noone 32 views 0 comments 3 points Started by noone June 2023 Feature Requests
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  1

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  Add a separate Report for spouse's accounts to show overall health of the household (edited)

  Active Vulpes 58 views 0 comments 1 point Started by Vulpes June 2023 Feature Requests
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  3

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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 75 views 2 comments 3 points Most recent by ajbopp June 2023Feature Requests
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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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  1

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  Ability to have income transactions using an Expense Category show up in Income Report (edited)

  Active Vulpes 69 views 0 comments 1 point Started by Vulpes May 2023 Feature Requests