Reports

Discussion List

• 
  Export to PDF is practically useless to me

  Closed SRC54 54 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
• 
  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 41 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
• 
  Adding back tag field to spending report

  Closed zipfamily 72 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
• 
  New Feature Alert: Enhanced Reports!

  Announcement Closed Coach Natalie 414 views 0 comments 1 point Started by Coach Natalie November 2025 Updates From the Product Team
• 
  4

  Up Down
  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 23 views 0 comments 4 points Started by RASA November 2025 Feature Requests
• 
  35

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

  Active cmordas 981 views 45 comments 35 points Most recent by flintster_99 November 2025Feature Requests
• 
  Advanced Filters not working in the Income & Expense Report

  Closed System 42 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  2

  Up Down
  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Delete Net Worth History? (edited)

  Closed lynchbro 14 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  2

  Up Down
  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 61 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Exporting a Financial Snapshot

  Closed esender 21 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
• 
  208

  Up Down
  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.7K views 58 comments 208 points Most recent by quick username November 2025Feature Requests
• 
  9

  Up Down
  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Active jsy42 91 views 6 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Transactions in liability accounts not included in reports (edited)

  stevel0821 176 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
• 
  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 31 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
• 
  2

  Up Down
  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 11 views 0 comments 2 points Started by DryHeat November 2025 Feature Requests
• 
  Spending Report Graph missing in at least some cases

  Closed RobWilk 32 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
• 
  101

  Up Down
  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1K views 51 comments 101 points Most recent by RobWilk November 2025Feature Requests
• 
  4

  Up Down
  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 51 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
• 
  2

  Up Down
  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 31 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
• 
  1

  Up Down
  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 52 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
• 
  7

  Up Down
  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 146 views 16 comments 7 points Most recent by RobWilk November 2025Feature Requests
• 
  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 51 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
• 
  1

  Up Down
  Add Tax Form 4684

  Active gpolkga 1 view 0 comments 1 point Started by gpolkga November 2025 Feature Requests
• 
  Portfolio Report

  Closed Adanac 22 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
• 
  3

  Up Down
  Option to hide unused Expense Categories in the Taxes Report (edited)

  cyberstackn 31 views 2 comments 3 points Most recent by Coach Natalie October 2025Feature Requests
• 
  13

  Up Down
  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 213 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 43 views 1 comment 0 points Most recent by Coach Kristina October 2025Feedback
• 
  Help with counting transfers as income (edited)

  Closed z1r 138 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
• 
  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 1.8K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback