Reports

Discussion List

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  Annual Budgeting by Category/Sub-Category & Reporting

  Closed Coastal 72 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Printing a Report in QSV

  Closed Dmenk60 11 views 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
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  Why is investment income excluded from reports? (edited)

  Answered ✓ Closed tmucsu 64 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 72 views 4 comments 5 points Most recent by josephbradley January 25Quicken Business & Personal Feature Requests
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  How can I include/exclude large, lumpy transactions from Net Income report?

  Closed alisoncap 11 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3K views 65 comments 224 points Most recent by alisoncap January 22Feature Requests
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  Add 'Averages' to Reports (edited)

  Active rb94 433 views 22 comments 63 points Most recent by Drexgreen January 21Feature Requests
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  Merged: Reports need to print to pdf or Word

  Closed GaryB-OR 1 view 0 comments 1 point Most recent by GaryB-OR January 18Feature Requests
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  Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

  Answered ✓ Closed BLH 21 views 1 comment 0 points Most recent by SRC54 January 18Using Reports
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  Three Reports on Simplifi Mobile 5.47.0 Not Working

  Closed Forteleza 22 views 2 comments 0 points Most recent by Forteleza January 18Using Reports
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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 43 views 2 comments 7 points Most recent by Coach Natalie January 14Feature Requests
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  In expense report, why are subcategories not grouped with their main category?

  Closed Midwest867 44 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  Closed System 101 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 13 views 1 comment 0 points Most recent by Coach Natalie January 7Using Reports
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  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 22 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 52 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 42 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 Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
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  QBP: Reports should use Client, not Invoice, as the Payee (edited)

  Active sidewalkboots 3 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken 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 52 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 Most recent by mdleighty December 2025Using Reports
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  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 73 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 877 views 36 comments 115 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 124 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 83 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 32 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 22 views 1 comment 2 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests