Reports

Discussion List

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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 42 views 2 comments 7 points Most recent by Coach Natalie January 14Feature Requests
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  In expense report, why are subcategories not grouped with their main category?

  Closed Midwest867 45 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  Closed System 68 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
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  Is There a Subcategory Breakdown in Reports? (edited)

  Answered ✓ Closed DK777 14 views 1 comment 0 points Most recent by Coach Natalie January 7Using Reports
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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 32 views 2 comments 1 point Most recent by SRC54 January 6Feature Requests
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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.7K views 71 comments 191 points Most recent by Frustrated January 5Feature Requests
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  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 25 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
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  Net Worth Report graph is incorrect for Fidelity 401k account (edited)

  Closed Rob5527 44 views 5 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Will the goal of Simplifi ever be to emulate the reporting capabilities of Quicken Deskttop?

  Answered ✓ Closed Giacomo 32 views 1 comment 0 points Most recent by SRC54 January 4Using Reports
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 838 views 14 comments 13 points Most recent by jorder January 3Feature Requests
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  QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)

  Active Dick_Davis 36 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
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  Unknown/NA tags previously removed still show in reports and transaction activity

  UrsulaA 507 views 63 comments 0 points Most recent by juli7 January 2Report a Bug
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  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 11 views 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
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  QBP: Reports should use Client, not Invoice, as the Payee (edited)

  Active sidewalkboots 1 view 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
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  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 42 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
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  Merged: Numbers in reports should be right justified

  Closed mdleighty 21 views 0 comments 1 point Started by mdleighty December 2025 Using Reports
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  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 56 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 741 views 36 comments 114 points Most recent by SRC54 December 2025Feature Requests
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 78 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  Closed jdtrujillo 59 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 27 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 22 views 1 comment 1 point Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 1 view 0 comments 0 points Started by Dick_Davis December 2025 Business Reports
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 482 views 28 comments 39 points Most recent by SRC54 December 2025Feature Requests
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 68 views 4 comments 6 points Most recent by SRC54 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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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 22 views 2 comments 6 points Most recent by DannyB December 2025Feature Requests
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  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 62 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting