Reports

Discussion List

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  48

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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 434 views 24 comments 48 points Most recent by Andor September 30Feature Requests
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  [ONGOING] 9/15/25: Duplicate “Taxes” Category

  Coach Jon 51 views 1 comment 0 points Most recent by Coach Jon September 29Known Product Issues
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 153 views 32 comments 0 points Most recent by SRC54 September 29Using Reports
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  not to include certain account on report, or hide

  Closed Texas Sun 4 views 1 comment 0 points Most recent by SRC54 September 28Troubleshooting
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 621 views 2 comments 2 points Most recent by Coach Natalie September 26Updates From the Product Team
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  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 25 views 4 comments 0 points Most recent by TK_25 September 26Business Reports
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 234 views 11 comments 3 points Most recent by MilDocJr September 24Feature Requests
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  DryHeat 54 views 9 comments 0 points Most recent by DryHeat September 23Quicken Business & Personal Feedback
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 90 views 4 comments 6 points Most recent by DJones September 23Feature Requests
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 60 views 6 comments 0 points Most recent by Dick_Davis September 20Using Reports
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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 224 views 13 comments 47 points Most recent by HappyNorml September 20Feature Requests
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 108 views 18 comments 0 points Most recent by RobWilk September 19Using Reports
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 135 views 22 comments 0 points Most recent by Coach Jon September 18Report a Bug
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  Combine Reports and the Transactions table

  Active AZSharps 45 views 3 comments 6 points Most recent by Coach Natalie September 17Feature Requests
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 3 views 1 comment 0 points Most recent by Coach Natalie September 16Using Reports
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  Persistent Filters & Views in Reports: Share your feedback here!

  Closed Coach Natalie 218 views 24 comments 0 points Most recent by Coach Natalie September 15Feedback
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  111

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  Add a Trends/Comparison Chart [edited] (4 Merged Votes)

  Active oceandreamer128 1.2K views 58 comments 111 points Most recent by Coastal September 11Feature Requests
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 16 views 1 comment 0 points Most recent by Coach Natalie September 10Adding and Updating Accounts
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  "net income" report is missing (edited)

  Closed JUST CHECKING 70 views 10 comments 2 points Most recent by Coach Natalie September 10Using Reports
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  Net Income by Month - graph vertical axis

  Closed ab-maryland 7 views 1 comment 0 points Most recent by Coach Natalie September 10Report a Bug
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 24 views 2 comments 2 points Most recent by Coach Natalie September 10Feature Requests
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  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 105 views 2 comments 11 points Most recent by Coach Natalie September 10Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 346 views 21 comments 15 points Most recent by Coach Natalie September 10Feature Requests
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  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 24 views 2 comments 2 points Most recent by Coach Natalie September 10Feature Requests
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 17 views 1 comment 0 points Most recent by Coach Jon September 8Using Reports
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  Pie vs Bar chart reports

  Closed CleoZ 13 views 2 comments 0 points Most recent by CleoZ September 8Troubleshooting
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 38 views 1 comment 8 points Most recent by moneymoneymoney111 September 5Quicken Business & Personal Feature Requests
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  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 5Report a Bug
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  print reports in Simplifi?

  Closed Leopoldcondo 21 views 1 comment 0 points Most recent by Coach Jon September 4Using Reports