Reports

Discussion List

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  Transactions in liability accounts not included in reports (edited)

  stevel0821 123 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?

  DryHeat 29 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

  RobWilk 25 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 936 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 3 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 34 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 108 views 16 comments 6 points Most recent by RobWilk November 7Feature Requests
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  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Planned buncha 3.8K views 122 comments 223 points Most recent by juli7 November 5Feature Requests
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 406 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 17 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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  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 22 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 90 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 81 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 227 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
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 45 views 4 comments 6 points Most recent by Jenny T October 3Feature Requests
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  Using "Reset report" does not stick (edited)

  Closed Dick_Davis 70 views 16 comments 0 points Most recent by Coach Natalie October 2Troubleshooting
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 65 views 2 comments 7 points Most recent by HappyNorml October 2Feature Requests
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  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 54 views 1 comment 4 points Most recent by Coach Natalie October 1Feature Requests
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  Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)

  RobWilk 19 views 1 comment 0 points Most recent by Coach Natalie September 30Report a Bug for Quicken Business & Personal