Reports

Discussion List

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  5

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  Allow future months to be selected in Reports/Show future transactions (edited)

  Active Jeannette 67 views 2 comments 5 points Most recent by UrsulaA August 28Feature Requests
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  6

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  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 97 views 2 comments 6 points Most recent by UrsulaA August 24Feature Requests
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  Merged: Comprehensive Report Export

  jochs 8 views 0 comments 1 point Started by jochs August 21 Feature Requests
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  Sub Categories in Reports and Saved Reported (edited)

  Closed Mountain Boy 26 views 1 comment 2 points Most recent by Coach Natalie August 21Using Reports
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  Manual account balance is incorrect (edited)

  Closed Morey Chang 401 views 36 comments 0 points Most recent by Coach Natalie August 19Troubleshooting
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  Creating a Transaction Rule from Reports (edited)

  Answered ✓ Closed andyqq99 25 views 1 comment 0 points Most recent by Coach Jon August 16Troubleshooting
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  Merged: New "untagged" filter in Reports/Filter/Tags

  Mango2024 8 views 0 comments 1 point Started by Mango2024 August 15 Categories and Tags
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  2

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  Add daily detail to net income report

  Active SeePigeons 28 views 1 comment 2 points Most recent by Coach Natalie August 14Feature Requests
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  1

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  Net Worth Report: Group accounts according to the headers in the Accounts List (edited)

  Active Adderdawn 7 views 0 comments 1 point Started by Adderdawn August 13 Feature Requests
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  Exporting transactions from reports no longer includes parent categories (edited)

  Closed lwyman 102 views 10 comments 0 points Most recent by UrsulaA August 8Report a Bug
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  New Feature Alert: Split Transactions in Reports, Watchlists, and the Spending Plan!

  Closed Coach Natalie 546 views 1 comment 8 points Most recent by Coach Natalie August 8Updates From the Product Team
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  Simplifi App iOS does not allow proper viewing of Reports-Income-View by Categories.

  Closed Alit 49 views 9 comments 0 points Most recent by Coach Jon August 6Report a Bug
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  Income Dividend Transactions greyed out in Reports

  Closed System 17 views 5 comments 0 points Most recent by Coach Jon August 1Troubleshooting
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  2

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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Active pst 14 views 1 comment 2 points Most recent by RobWilk July 30Feature Requests
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  19

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  Credit Card Utilization Report

  Active Marcus 75 views 9 comments 19 points Most recent by UrsulaA July 30Feature Requests
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  42

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  Add 'Averages' to Reports (edited)

  Active rb94 297 views 16 comments 42 points Most recent by frangkee July 29Feature Requests
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  15

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

  Active cmordas 514 views 30 comments 15 points Most recent by pkBubba July 26Feature Requests
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  Reports Mess Up Payee Names

  Closed SRC54 218 views 28 comments 0 points Most recent by SRC54 July 25Report a Bug
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  Merged: Trend line graph for spending comparison

  Tessellate 3 views 0 comments 1 point Started by Tessellate July 23 Feature Requests
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  21
  Spending Plan, Watchlists, & Reports - Amount Displayed on Transaction List for Splits (edited)

  Completed Closed Flopbot 327 views 21 comments 21 points Most recent by RobWilk July 19Feature Requests
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  The Net Worth report is confusing

  Closed perkin-warbeck 35 views 2 comments 0 points Most recent by Coach Jon July 19Report a Bug
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  Merged: Show Statistics on Graphs

  BlueGrits 6 views 0 comments 1 point Started by BlueGrits July 16 Feature Requests
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  Spending Over Time Report: Months Overlap Each Other (edited)

  RobWilk 56 views 5 comments 0 points Most recent by UrsulaA July 15Report a Bug
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  Reports update

  Closed jroseb 17 views 1 comment 1 point Most recent by Coach Natalie July 8Feedback
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  1

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  Ability to disable the graph for the Net Worth Report (edited)

  Active the_scottster 50 views 2 comments 1 point Most recent by donnajean July 7Feature Requests
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  Net Worth Report - Accounts aren't listed alphabetically (edited)

  Closed donnajean 27 views 1 comment 0 points Most recent by Coach Kristina July 6Feedback
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  Simple Budget Report

  Closed ericksonjb 58 views 1 comment 0 points Most recent by Coach Natalie July 4Using the Spending Plan
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  -2

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  Ability to include Transfers in Reports (edited)

  Active jgold1996 360 views 9 comments -2 points Most recent by joerobbi July 2Feature Requests
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  ajbopp 196 views 24 comments 0 points Most recent by Coach Natalie July 2Report a Bug
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  Merged: SP: Report ok/cancel button

  RobWilk 3 views 0 comments 0 points Started by RobWilk July 2 Report a Bug