Reports

Discussion List

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  Creating a Transaction Rule from Reports (edited)

  Answered ✓ Closed andyqq99 22 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 4 views 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 102 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 48 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 19 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 13 views 1 comment 2 points Most recent by RobWilk July 2024Feature Requests
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  Credit Card Utilization Report

  Active Marcus 79 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 354 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 12 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 26 views 1 comment 0 points Most recent by Coach Kristina July 2024Feedback
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  Simple Budget Report

  Closed ericksonjb 77 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 447 views 9 comments 1 point Most recent by joerobbi July 2024Feature Requests
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  Merged: Add Notes field to report by category drill down

  DavidB 1 view 0 comments 1 point Started by DavidB June 2024 Feature Requests
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  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Active UrsulaA 84 views 4 comments 8 points Most recent by djweizle June 2024Feature Requests
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  Merged: Save Report Settings

  cadenza 1 view 0 comments 1 point Started by cadenza June 2024 Feature Requests
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  Merged: Line Graphs in Reports (edited)

  Guffyaw 11 views 0 comments 5 points Started by Guffyaw June 2024 Feature Requests
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  Merged: Spending Plan Report

  bost.05 1 view 0 comments 1 point Started by bost.05 June 2024 Feature Requests