Reports

Discussion List

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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  Closed System 89 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 35 views 2 comments 1 point Most recent by SRC54 January 6Feature Requests
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  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 27 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
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  Net Worth Report graph is incorrect for Fidelity 401k account (edited)

  Closed Rob5527 47 views 5 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Will the goal of Simplifi ever be to emulate the reporting capabilities of Quicken Deskttop?

  Answered ✓ Closed Giacomo 36 views 1 comment 0 points Most recent by SRC54 January 4Using Reports
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  QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)

  Active Dick_Davis 43 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
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  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 11 views 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
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  QBP: Reports should use Client, not Invoice, as the Payee (edited)

  Active sidewalkboots 5 views 0 comments 1 point Started by sidewalkboots December 2025 Quicken Business & Personal Feature Requests
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  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 47 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
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  Merged: Numbers in reports should be right justified

  Closed mdleighty 21 views 0 comments 1 point Started by mdleighty December 2025 Using Reports
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  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 63 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 822 views 36 comments 114 points Most recent by SRC54 December 2025Feature Requests
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 100 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  Closed jdtrujillo 70 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 30 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 23 views 1 comment 1 point Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 1 view 0 comments 0 points Started by Dick_Davis December 2025 Business Reports
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 74 views 4 comments 6 points Most recent by SRC54 December 2025Feature Requests
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 42 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 22 views 2 comments 6 points Most recent by DannyB December 2025Feature Requests
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  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 63 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Export to PDF is practically useless to me

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

  Closed DAP 42 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
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  Adding back tag field to spending report

  Closed zipfamily 73 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 987 views 45 comments 35 points Most recent by flintster_99 November 2025Feature Requests
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  Advanced Filters not working in the Income & Expense Report

  Closed System 44 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  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
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  Delete Net Worth History? (edited)

  Closed lynchbro 15 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  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