Reports

Discussion List

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  Delete Net Worth History? (edited)

  lynchbro 14 views 1 comment 0 points Most recent by Coach Natalie November 18Adding and Updating Accounts
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 56 views 7 comments 2 points Most recent by Coach Natalie November 18Feature Requests
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  Exporting a Financial Snapshot

  esender 19 views 1 comment 0 points Most recent by Coach Jon November 18Feedback
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  Saved Reports [edited] (13 Merged Votes)

  In Review paleosteve 2.6K views 69 comments 178 points Most recent by quick username November 14Feature Requests
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  202

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

  In Review EL1234 1.6K views 58 comments 202 points Most recent by quick username November 14Feature Requests
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  9

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

  Active jsy42 91 views 6 comments 9 points Most recent by Coach Natalie November 12Feature Requests
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 128 views 29 comments 0 points Most recent by Coach Jon November 11Troubleshooting
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  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 32 views 3 comments 0 points Most recent by SRC54 November 11Using 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 11 Feature Requests
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 28 views 5 comments 0 points Most recent by Coach Jon November 10Troubleshooting
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 939 views 51 comments 99 points Most recent by RobWilk November 9Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 40 views 5 comments 4 points Most recent by bethimusprime November 7Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 35 views 3 comments 2 points Most recent by RobWilk November 7Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 41 views 8 comments 1 point Most recent by RobWilk November 7Feature Requests
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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 110 views 16 comments 6 points Most recent by RobWilk November 7Feature Requests
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 411 views 49 comments 0 points Most recent by DryHeat November 4Report a Bug
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 48 views 7 comments 0 points Most recent by Coach Natalie November 4Report a Bug
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  Add Tax Form 4684

  Active gpolkga 7 views 0 comments 1 point Started by gpolkga November 3 Feature Requests
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  Portfolio Report

  Closed Adanac 18 views 2 comments 0 points Most recent by Coach Natalie November 3Using Reports
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  Option to hide unused Expense Categories in the Taxes Report (edited)

  cyberstackn 25 views 2 comments 3 points Most recent by Coach Natalie October 23Feature Requests
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  13

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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 147 views 15 comments 13 points Most recent by Coach Natalie October 15Feature Requests
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  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 25 views 1 comment 0 points Most recent by Coach Kristina October 11Feedback
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  Help with counting transfers as income (edited)

  Closed z1r 92 views 6 comments 0 points Most recent by DryHeat October 11Bills and Income
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  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 1.5K views 143 comments 0 points Most recent by Coach Natalie October 10Feedback
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  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 82 views 10 comments 3 points Most recent by Coach Marcus October 8Feature Requests
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 229 views 30 comments 0 points Most recent by Coach Natalie October 8Report a Bug
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  Reports using Tags bug or unexpected behavior

  Max1223 115 views 8 comments 0 points Most recent by Coach Natalie October 8Report a Bug
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  Spending Over Time Report: Months Overlap Each Other (edited)

  RobWilk 59 views 7 comments 0 points Most recent by Coach Natalie October 8Report a Bug
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  Year over year Monthly Reports

  Closed DCDaveC 17 views 1 comment 3 points Most recent by Coach Natalie October 6Feedback
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  Persistent Filters Not Working on Mobile App (edited)

  Closed HappyNorml 32 views 3 comments 3 points Most recent by Coach Natalie October 3Troubleshooting