Reports

Discussion List

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  Merged: Income and Expense Report error

  Closed MikeW 1 view 0 comments 0 points Most recent by Technomutt May 2025Report a Bug
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  18
  Profit & Loss Report

  Completed Closed Charles Collins 1.1K views 22 comments 18 points Most recent by Coach Natalie May 2025Feature Requests
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  Merged: category Spending over time by month (amounts and bar graph)

  Closed PJC 1 view 0 comments 1 point Most recent by PJC May 2025Feature Requests
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  Neverending spinning in the Taxes and P&L Reports with a Custom Date Range of less than 1 month

  Closed elaceeps 154 views 10 comments 0 points Most recent by Coach Natalie May 2025Report a Bug for Quicken Business & Personal
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 147 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers
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  Merged: Custom reports on dashboard

  Closed JBThe@rchitech 11 views 0 comments 2 points Most recent by Coach Kristina May 2025Feature Requests
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  3

  Up Down
  Add a pie chart for Liabilities (edited)

  Active msit 3 views 1 comment 3 points Most recent by Coach Natalie May 2025Feature Requests
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  Can I run a spending report for a specific business within Business & Personal?

  Closed IB1542 30 views 3 comments 0 points Most recent by Coach Kristina May 2025Business Reports
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  Is there a way to choose "all time" in reports?

  Answered ✓ Closed IB1542 37 views 3 comments 0 points Most recent by Coach Kristina May 2025Business Reports
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  Coming over from Quicken Classic ( Mac) starter and I’m not sure this will work?

  Closed Sk8terboy 31 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  Reporting on Sub-Categories

  Closed rhart1716 36 views 1 comment 0 points Most recent by Coach Jon April 2025Using Reports
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  How can I get Net Income on Dashboard

  Answered ✓ Closed N4KHQ 40 views 3 comments 0 points Most recent by Coach Jon April 2025Using the Dashboard
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  Not recognizing Venmo transactions

  Closed Meileigh2021 21 views 2 comments 0 points Most recent by Mayra April 2025Using Reports
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  Please remove the "everything else" clustering

  Closed upstatepainter 60 views 4 comments 0 points Most recent by upstatepainter April 2025Using Reports
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  Does Personal and Business subscription have better Personal reporting?

  Answered ✓ upstatepainter 57 views 3 comments 0 points Most recent by DryHeat April 2025Using Reports
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  Report will not recognize Venmo as a Payee

  Closed cat4130 5 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 60 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  Please add the ability to save reporting settings for future use

  Closed upstatepainter 15 views 1 comment 4 points Most recent by Coach Kristina April 2025Using Reports
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  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 114 views 2 comments 0 points Most recent by jemenake April 2025Getting Started
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  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  Closed bcrossman 283 views 4 comments 0 points Most recent by bcrossman April 2025Using Reports