Reports

Discussion List

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  Savings Goal contributions/withdrawals (with dates/amounts) appear in Spending Report (edited)

  Closed DryHeat 68 views 8 comments 0 points Most recent by Coach Natalie April 28Report a Bug
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  Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

  Closed Darknight21631 134 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting
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  3
  Ability to include Transfers in Reports (edited)

  Completed Closed jgold1996 546 views 11 comments 3 points Most recent by Coach Natalie April 27Feature Requests
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  New Reports are showing “Transfers” as a category which are clearly marked “Don’t include in Reports

  Closed NavyGolf 25 views 1 comment 0 points Most recent by DryHeat April 26Report a Bug
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  4

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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 18 views 3 comments 4 points Most recent by light April 23Feature Requests
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  120

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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 1K views 37 comments 120 points Most recent by MishaM April 20Feature Requests
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 1K views 73 comments 0 points Most recent by Coach Natalie April 20Feedback
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  1

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  Mobile App: Bring back the Spending by Month report (edited)

  Active Stefanissa 16 views 1 comment 1 point Most recent by Coach Kristina April 19Feature Requests
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  Merged: Reports not showing notes on splits when there is no note on parent.

  Closed RickS 1 view 0 comments 0 points Started by RickS April 18 Report a Bug
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  103

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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 828 views 28 comments 103 points Most recent by JanB April 18Feature Requests
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  Merged: Actual vs Planned

  Closed JanB 1 view 0 comments 1 point Started by JanB April 18 Feature Requests
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  What happened to Spending by Month Report? (edited)

  Closed elishearn 70 views 4 comments 0 points Most recent by elishearn April 17Using Reports
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 599 views 33 comments 5 points Most recent by UrsulaA April 17Feature Requests
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  10

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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 88 views 4 comments 10 points Most recent by cloud April 17Feature Requests
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  60

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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 332 views 17 comments 60 points Most recent by rhebock2 April 16Feature Requests
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  Report not showing data even though I removed exclude from reports checkbox

  Closed JBGtheboss 42 views 6 comments 0 points Most recent by SRC54 April 14Troubleshooting
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  14

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  Add a Report for Transfers (edited)

  Active ajbopp 194 views 10 comments 14 points Most recent by EL1234 April 12Feature Requests
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  Is there a report for transfers?

  Answered ✓ Closed Lee Springer 47 views 3 comments 0 points Most recent by SRC54 April 12Using Reports
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  Report on a PROJECT

  Answered ✓ Closed TexNolan 50 views 4 comments 0 points Most recent by TexNolan April 11Business Reports
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  2

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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 57 views 4 comments 2 points Most recent by SRC54 April 11Feature Requests
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  194
  Saved Reports [edited] (13 Merged Votes)

  Completed Closed paleosteve 3K views 76 comments 194 points Most recent by flintster_99 April 10Feature Requests
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  223
  Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

  Completed Closed buncha 5.1K views 138 comments 223 points Most recent by Coach Natalie April 10Feature Requests
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  11
  Show Splits Upon Hover in Transaction Activity (edited)

  Completed Closed AZSharps 127 views 5 comments 11 points Most recent by DryHeat April 9Feature Requests
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  6

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  Add the 'Flag' filter option back to reports (edited)

  Active julietvictor 27 views 0 comments 6 points Started by julietvictor April 8 Feature Requests
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  Zillow Market Value Graph Scaling (Graph Zoom)

  Closed KDC1996 65 views 5 comments 0 points Most recent by EL1234 April 6Feedback
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  New Feature Alert: Enhanced Reports!

  Closed Coach Natalie 1.1K views 3 comments 0 points Most recent by Coach Natalie April 3Updates From the Product Team
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  Spending Over Time Report: Months Overlap Each Other (edited)

  Closed RobWilk 112 views 10 comments 0 points Most recent by Coach Natalie April 3Report a Bug
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  9
  Let me choose Bar Charts by default for all Reports (edited)

  Completed Closed alkaboy 80 views 5 comments 9 points Most recent by Coach Natalie April 3Feature Requests
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  Simplifi | Investment | Transaction Category & Reports

  Closed Thor 161 views 12 comments 0 points Most recent by RobI April 2Investments
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  where is the reports tab on quicken simplifi

  Answered ✓ Closed starfish 26 views 1 comment 0 points Most recent by Coach Jon March 30Using Reports