Reports

Discussion List

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  Stop hiding Venmo by default

  Closed bobmablob 31 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  8
  Conversational AI Analytics

  Completed Closed ferndot 71 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  Print or Export Business Reports: Share your feedback here!

  Closed Coach Natalie 168 views 11 comments 0 points Most recent by Coach Natalie February 10Early Access User Feedback
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  12

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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 86 views 7 comments 12 points Most recent by EL1234 February 3Feature Requests
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  3

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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 15 views 0 comments 3 points Most recent by tmucsu February 2Feature Requests
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  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed Closed David P 253 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
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  Income and Expense Report Printing? (edited)

  Answered ✓ Closed jmhull67 51 views 2 comments 0 points Most recent by Coach Jon January 29Using Reports
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  Issue exporting the Taxes Report to .txf

  Closed System 160 views 23 comments 0 points Most recent by Coach Jon January 28Troubleshooting
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  96

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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.6K views 50 comments 96 points Most recent by SRC54 January 28Feature Requests
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  11

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  Show Splits Upon Hover in Transaction Activity (edited)

  Active AZSharps 106 views 3 comments 11 points Most recent by Coach Natalie January 28Feature Requests
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  5

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  Simple analysis added to Reports (edited)

  Active chae1020 34 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
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  Annual Budgeting by Category/Sub-Category & Reporting

  Closed Coastal 74 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Printing a Report in QSV

  Closed Dmenk60 15 views 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
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  Why is investment income excluded from reports? (edited)

  Answered ✓ Closed tmucsu 61 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 267 views 15 comments 56 points Most recent by tsananiu January 26Feature Requests
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  9

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  Add a Report for Transfers (edited)

  Active ajbopp 141 views 7 comments 9 points Most recent by cat with hat January 25Feature Requests
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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 75 views 4 comments 5 points Most recent by josephbradley January 25Quicken Business & Personal Feature Requests
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  How can I include/exclude large, lumpy transactions from Net Income report?

  Closed alisoncap 16 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3K views 65 comments 223 points Most recent by alisoncap January 22Feature Requests
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  63

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  Add 'Averages' to Reports (edited)

  Active rb94 423 views 22 comments 63 points Most recent by Drexgreen January 21Feature Requests
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  Merged: Reports need to print to pdf or Word

  Closed GaryB-OR 1 view 0 comments 1 point Most recent by GaryB-OR January 18Feature Requests
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  Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

  Answered ✓ Closed BLH 25 views 1 comment 0 points Most recent by SRC54 January 18Using Reports
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  Three Reports on Simplifi Mobile 5.47.0 Not Working

  Closed Forteleza 24 views 2 comments 0 points Most recent by Forteleza January 18Using Reports
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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 48 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 107 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 37 views 2 comments 1 point Most recent by SRC54 January 6Feature Requests