Reports

Discussion List

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  Merged: Toggle to show values upfront instead of having to hover to see the numbers

  Closed frangkee 1 view 0 comments 1 point Started by frangkee September 2024 Feature Requests
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  Increase Net Worth Change Granularity

  Closed LakGoy 31 views 2 comments 1 point Most recent by Coach Jon September 2024Using Reports
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  Merged: Reports: Save the Date Range setting based on what was last used (edited)

  Closed Zk80221 21 views 0 comments 4 points Most recent by UrsulaA September 2024Feature Requests
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  Creating Reports / Using Tags

  Answered ✓ htc630 52 views 3 comments 0 points Most recent by htc630 September 2024Using Reports
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  Display issue in the savings report for accounts with parentheses in the name (edited)

  Closed Technomutt 137 views 15 comments 0 points Most recent by UrsulaA September 2024Report a Bug
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  Way to track warranty and export warranty report

  Closed BadgerHat 15 views 2 comments 0 points Most recent by EL1234 September 2024Feedback
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 21 views 3 comments 4 points Most recent by EL1234 September 2024Feature Requests
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  Most Requested Report Features

  Closed UrsulaA 123 views 1 comment 5 points Most recent by UrsulaA September 2024FAQ Section
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  101
  Customizable Columns in Reports/Include 'Notes' Column (edited)

  Completed Closed TheNigerianPrince 1.2K views 50 comments 101 points Most recent by Coach Natalie September 2024Feature Requests
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  Merged: Comprehensive Report Export

  jochs 1 view 0 comments 1 point Started by jochs August 2024 Feature Requests
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  Sub Categories in Reports and Saved Reported (edited)

  Closed Mountain Boy 31 views 1 comment 3 points Most recent by Coach Natalie August 2024Using Reports
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  Manual account balance is incorrect (edited)

  Closed Morey Chang 478 views 36 comments 0 points Most recent by Coach Natalie August 2024Troubleshooting
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  Creating a Transaction Rule from Reports (edited)

  Answered ✓ Closed andyqq99 21 views 1 comment 0 points Most recent by Coach Jon August 2024Troubleshooting
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  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 1 view 0 comments 1 point Started by Mango2024 August 2024 Categories and Tags
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  Net Worth Report: Group accounts in filters according to the headers in the Accounts List (edited)

  Active Adderdawn 1 view 0 comments 1 point Started by Adderdawn August 2024 Feature Requests
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  Exporting transactions from reports no longer includes parent categories (edited)

  Closed lwyman 104 views 10 comments 0 points Most recent by UrsulaA August 2024Report a Bug
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  New Feature Alert: Split Transactions in Reports, Watchlists, and the Spending Plan!

  Closed Coach Natalie 574 views 1 comment 8 points Most recent by Coach Natalie August 2024Updates From the Product Team
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  Simplifi App iOS does not allow proper viewing of Reports-Income-View by Categories.

  Closed Alit 41 views 9 comments 0 points Most recent by Coach Jon August 2024Report a Bug
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  Income Dividend Transactions greyed out in Reports

  Closed System 13 views 5 comments 0 points Most recent by Coach Jon August 2024Troubleshooting
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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Active pst 11 views 1 comment 2 points Most recent by RobWilk July 2024Feature Requests
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  Credit Card Utilization Report

  Active Marcus 86 views 9 comments 19 points Most recent by UrsulaA July 2024Feature Requests
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  Merged: Trend line graph for spending comparison

  Tessellate 1 view 0 comments 1 point Started by Tessellate July 2024 Feature Requests
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  21
  Spending Plan, Watchlists, & Reports - Amount Displayed on Transaction List for Splits (edited)

  Completed Closed Flopbot 366 views 21 comments 21 points Most recent by RobWilk July 2024Feature Requests
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  Merged: Show Statistics on Graphs

  BlueGrits 1 view 0 comments 1 point Started by BlueGrits July 2024 Feature Requests
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  Reports update

  Closed jroseb 11 views 1 comment 1 point Most recent by Coach Natalie July 2024Feedback
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  Net Worth Report - Accounts aren't listed alphabetically (edited)

  Closed donnajean 21 views 1 comment 0 points Most recent by Coach Kristina July 2024Feedback
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  Simple Budget Report

  Closed ericksonjb 81 views 1 comment 1 point Most recent by Coach Natalie July 2024Using the Spending Plan
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  Ability to include Transfers in Reports (edited)

  Active jgold1996 452 views 9 comments 1 point Most recent by joerobbi July 2024Feature Requests