Reports

Discussion List

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  6

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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 51 views 4 comments 6 points Most recent by SRC54 December 2025Feature Requests
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  215

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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 2.9K views 64 comments 215 points Most recent by santoshamb December 2025Feature Requests
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 37 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  5

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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 25 views 2 comments 5 points Most recent by DannyB December 2025Feature Requests
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  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 45 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  120

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  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  In Review ChrisHardie 2.3K views 67 comments 120 points Most recent by 6-1blonde December 2025Feature Requests
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  227

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  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 4.3K views 118 comments 227 points Most recent by SCT41 December 2025Feature Requests
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  Export to PDF is practically useless to me

  Closed SRC54 41 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  87

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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 2025Feature Requests
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  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 36 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
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  Adding back tag field to spending report

  Closed zipfamily 67 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  New Feature Alert: Enhanced Reports!

  Announcement Closed Coach Natalie 333 views 0 comments 1 point Started by Coach Natalie November 2025 Updates From the Product Team
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  3

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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 42 views 3 comments 3 points Most recent by moneymoneymoney111 November 2025Quicken Business & Personal Feature Requests
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 17 views 0 comments 3 points Started by RASA November 2025 Feature Requests
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  34

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 912 views 45 comments 34 points Most recent by flintster_99 November 2025Feature Requests
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  Advanced Filters not working in the Income & Expense Report

  Closed System 50 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  2

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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 20 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Delete Net Worth History? (edited)

  Closed lynchbro 17 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 65 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  Exporting a Financial Snapshot

  Closed esender 23 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  204

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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.6K views 58 comments 204 points Most recent by quick username November 2025Feature Requests
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  9

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  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 95 views 6 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 143 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 33 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 15 views 0 comments 2 points Started by DryHeat November 2025 Feature Requests
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 33 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  100

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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 972 views 51 comments 100 points Most recent by RobWilk November 2025Feature Requests
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  4

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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 49 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
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  2

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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 36 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  1

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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 42 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests