Reports

Discussion List

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  Notes checkbox in Report and Watchlists do not remain "on" or "checked"

  Closed Max1223 35 views 3 comments 0 points Most recent by Coach Jon September 30Troubleshooting
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  Add Percentages to Reports [edited] (1 Merged Vote)

  Active brianc 174 views 9 comments 31 points Most recent by EDG September 25Feature Requests
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  Merged: Percentages in the Reports Section graphs (edited)

  Closed EDG 7 views 0 comments 1 point Started by EDG September 25 Feature Requests
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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 14 views 0 comments 1 point Started by LakGoy September 25 Feature Requests
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  how to exclude certain tags on reports?

  Answered ✓ Closed maxtheinvest 33 views 2 comments 0 points Most recent by maxtheinvest September 23Using Reports
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  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Active RockLee 17 views 0 comments 5 points Started by RockLee September 22 Feature Requests
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  Merged: Toggle to show values upfront instead of having to hover to see the numbers

  Closed frangkee 4 views 0 comments 1 point Started by frangkee September 17 Feature Requests
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  Increase Net Worth Change Granularity

  Closed LakGoy 28 views 2 comments 1 point Most recent by Coach Jon September 17Using Reports
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  Reports: Save the Date Range setting based on what was last used (edited)

  Active Zk80221 16 views 1 comment 3 points Most recent by UrsulaA September 17Feature Requests
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  Creating Reports / Using Tags

  Answered ✓ htc630 39 views 3 comments 0 points Most recent by htc630 September 15Using Reports
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  Display issue in the savings report for accounts with parentheses in the name (edited)

  Closed Technomutt 103 views 15 comments 0 points Most recent by UrsulaA September 12Report a Bug
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  Way to track warranty and export warranty report

  Closed BadgerHat 15 views 2 comments 0 points Most recent by EL1234 September 9Feedback
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  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Active UrsulaA 25 views 3 comments 4 points Most recent by EL1234 September 5Feature Requests
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  Most Requested Report Features

  Closed UrsulaA 90 views 1 comment 5 points Most recent by UrsulaA September 5FAQ Section
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  Customizable Columns in Reports/Include 'Notes' Column (edited)

  Completed Closed TheNigerianPrince 958 views 50 comments 101 points Most recent by Coach Natalie September 4Feature Requests
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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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  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 29 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 406 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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  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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  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 103 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 559 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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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Active pst 15 views 1 comment 2 points Most recent by RobWilk July 30Feature Requests
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  Credit Card Utilization Report

  Active Marcus 77 views 9 comments 19 points Most recent by UrsulaA July 30Feature Requests