Reports

Discussion List

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  Exporting a Financial Snapshot

  Closed esender 22 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.8K views 58 comments 208 points Most recent by quick username November 2025Feature Requests
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 198 views 29 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  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
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  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
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 34 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1K views 51 comments 101 points Most recent by RobWilk November 2025Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 52 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
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  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
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 57 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  '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
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  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
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  Add Tax Form 4684

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

  Closed Adanac 25 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  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
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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 237 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
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  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 49 views 1 comment 0 points Most recent by Coach Kristina October 2025Feedback
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  Help with counting transfers as income (edited)

  Closed z1r 167 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 1.8K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  Taxes Report Export/Print Display Suggestions (edited)

  Dick_Davis 93 views 10 comments 3 points Most recent by Coach Marcus October 2025Feature Requests
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 263 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Year over year Monthly Reports

  Closed DCDaveC 13 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback
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  Persistent Filters Not Working on Mobile App (edited)

  Closed HappyNorml 32 views 3 comments 3 points Most recent by Coach Natalie October 2025Troubleshooting
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  Using "Reset report" does not stick (edited)

  Closed Dick_Davis 71 views 16 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 62 views 2 comments 7 points Most recent by HappyNorml October 2025Feature Requests
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  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 54 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 500 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 410 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  not to include certain account on report, or hide

  Closed Texas Sun 1 view 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 655 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates From the Product Team