Reports

Discussion List

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  Does Personal and Business subscription have better Personal reporting?

  Answered ✓ upstatepainter 41 views 3 comments 0 points Most recent by DryHeat April 2025Using Reports
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  Add averages, min and max on the reports

  Closed ashdubey 3 views 1 comment 0 points Most recent by Coach Kristina April 2025Feedback
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  Report will not recognize Venmo as a Payee

  Closed cat4130 1 view 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 52 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  Net Income Report needs Year to date feature

  Closed remynoveshen 2 views 2 comments 0 points Most recent by RobWilk April 2025Feedback
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  Please add the ability to save reporting settings for future use

  Closed upstatepainter 13 views 1 comment 4 points Most recent by Coach Kristina April 2025Using Reports
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  How do I manually add a dividend income transaction, brokerage account missing in dropdown of add tx

  Answered ✓ Closed Oogway 92 views 7 comments 0 points Most recent by SRC54 April 2025Report a Bug
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  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 84 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 201 views 4 comments 0 points Most recent by bcrossman April 2025Using Reports
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  Balance Sheet and Net Worth Report are blank when selecting an older time period

  Closed System 23 views 2 comments 0 points Most recent by Coach Natalie March 2025Business Reports
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  Why are Schedule D transactions not included in Personal tax report?

  Answered ✓ Closed DryHeat 23 views 2 comments 0 points Most recent by DryHeat March 2025Troubleshooting
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  Remember Report Settings [Edited]

  Closed JAW 11 views 1 comment 1 point Most recent by Coach Jon March 2025Feedback
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  Net Worth Report

  Answered ✓ Closed Adanac 214 views 12 comments 0 points Most recent by Adanac March 2025Using Reports
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  2

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  QBP: Make business "Usage" selector position consistent across all report screens

  Active DryHeat 1 view 0 comments 2 points Most recent by DryHeat March 2025Feature Requests
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  Taxes Report is missing data for certain date ranges (edited)

  Closed fcb 1.2K views 116 comments 0 points Most recent by Coach Jon March 2025Troubleshooting
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  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 1 view 0 comments 1 point Most recent by Max1223 March 2025Feature Requests
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  16

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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 215 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
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  Detailed report printouts in Simplify as in Classic & competitors (CountAbout)

  Closed GatorJeff 41 views 1 comment 0 points Most recent by Coach Jon March 2025Using Reports
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  Please reopen issue “Filters: Checkbox group parent deselected on mobile (edited)”

  Closed Randy1234 12 views 1 comment 0 points Most recent by Coach Kristina March 2025Report a Bug
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  Date Range frustration

  Closed mdbnj 57 views 4 comments 1 point Most recent by SRC54 March 2025Feedback
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  12

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  Keep Date Range in sync between the different Reports (edited)

  Active Eli 94 views 4 comments 12 points Most recent by mdbnj March 2025Feature Requests
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  Taxes Report not showing under Reports (Early Access)

  Closed Odin700 34 views 5 comments 0 points Most recent by SRC54 March 2025Using Reports
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  Need the ability to print reports (edited)

  Closed GrandmaSherry 11 views 1 comment 1 point Most recent by Coach Jon February 2025Feedback
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  In Reports, toggle of Show/Hide Graph is reversed in certain condition.

  Closed JNMCEWEN55 22 views 2 comments 0 points Most recent by JNMCEWEN55 February 2025Report a Bug
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 72 views 6 comments 0 points Most recent by Coach Natalie February 2025Using Reports
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  how to print full reports in Simplifi

  Closed trtrlik 633 views 3 comments 1 point Most recent by Charles Collins February 2025Using Reports
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  Thanks for the TAX report

  Closed RobWilk 86 views 3 comments 3 points Most recent by DannyB February 2025Feedback
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  Merged: Enhance net worth report visibility

  Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests