Reports

Discussion List

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  Monthly Summary - March "23... Whooooa, what just happened?

  Closed DannyB 75 views 3 comments 0 points Most recent by DannyB April 2023Troubleshooting
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  Text Layout Issue in Monthly Summary Report

  Closed ajbopp 32 views 1 comment 0 points Most recent by Coach Natalie April 2023Report a Bug
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  Merged: Add a Net Worth Chart to the Dashboard

  RobWilk 221 views 0 comments 44 points Started by RobWilk March 2023 Feature Requests
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  2

  Up Down
  Waterfall Chart for month to month income and spending

  Active jtjones0304 34 views 2 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
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  Income reports and Spending Plan now missing income transactions

  Closed jorder 155 views 1 comment 0 points Most recent by ajbopp March 2023Report a Bug
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  Can we see report data by month?

  Answered ✓ Closed Mrsterry 86 views 1 comment 0 points Most recent by RobWilk March 2023Using Reports
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  6
  Add a Net Worth Report [edited] (2 Merged Votes)

  Completed Closed lanewinfield 983 views 60 comments 6 points Most recent by DannyB March 2023Feature Requests
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  Savings Goals Report

  Answered ✓ Closed ajbopp 112 views 7 comments 3 points Most recent by Flopbot March 2023Using Savings Goals
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  New Feature Alert: Net Worth Report

  Closed Coach Natalie 451 views 0 comments 1 point Started by Coach Natalie March 2023 Updates From the Product Team
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  "Oops! Something went wrong." error when accessing Net Worth Report (edited)

  Closed DannyB 87 views 4 comments 0 points Most recent by Coach Natalie March 2023Report a Bug
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  2
  Allow for Account Balance History Download

  Completed Closed dgalt 81 views 2 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
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  4
  Daily Accounts Summary Report with Account Balances [edited] (1 Merged Vote)

  Completed Closed Thatalexsilver 116 views 6 comments 4 points Most recent by Coach Natalie March 2023Feature Requests
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  0
  Have Net Worth Report graph update daily with linked Investment Accounts (edited)

  Completed Closed matt00 75 views 2 comments 0 points Most recent by Coach Natalie March 2023Feature Requests
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  19
  Need some detail in the Net Worth report

  Completed Closed sabrinablue 594 views 10 comments 19 points Most recent by Coach Natalie March 2023Feature Requests
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  Want to Print Income/Expense reports on Simplifi

  Closed RAS 159 views 1 comment -1 point Most recent by Flopbot March 2023Using Reports
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  How are totals calcuated in Reports?

  Answered ✓ Closed bcrossman 119 views 5 comments 0 points Most recent by bcrossman March 2023Using Reports
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  Merged: Spending Over Time Per Category Report

  ajbopp 1 view 0 comments 1 point Started by ajbopp March 2023 Feature Requests
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  Fidelity 401k Contributions reduce Spending

  Closed AlexB 314 views 4 comments 0 points Most recent by AlexB March 2023Investments
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  Merged: Show Sub-Categories in Spending Report

  ajbopp 1 view 0 comments 1 point Started by ajbopp February 2023 Feature Requests
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  reports showing "all dates"

  Closed MikeD 52 views 1 comment 0 points Most recent by Coach Natalie January 2023Using Reports
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  Merged: Reports - Spending Plan Projection

  drlegran 1 view 0 comments 1 point Started by drlegran January 2023 Feature Requests
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  “Bills” and “other expenses” amounts in monthly summary report on mobile are switched (edited)

  Closed bellassaije 41 views 2 comments 1 point Most recent by Coach Natalie January 2023Report a Bug
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  Merged: Batch Visibility Management Ability

  JeffusTheBaker 1 view 0 comments 1 point Started by JeffusTheBaker January 2023 Feature Requests
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  Investment and retirement account transactions in Reports

  Answered ✓ Closed drakej 73 views 1 comment 1 point Most recent by Coach Natalie January 2023Using Reports
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  Is Development planning on including transactions from the Investment / Brokerage side into Reports?

  Answered ✓ Closed Graystoke 53 views 3 comments 0 points Most recent by Graystoke January 2023Using Reports