Reports

Discussion List

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  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 29 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 51 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 39 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 45 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 7 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 871 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 118 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 81 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 34 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 24 views 1 comment 2 points 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 Most recent by Dick_Davis December 2025Business Reports
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 46 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 73 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 44 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 74 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Advanced Filters not working in the Income & Expense Report

  Closed System 45 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 24 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 63 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  Exporting a Financial Snapshot

  Closed esender 24 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 210 points Most recent by quick username November 2025Feature Requests
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 205 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 12 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests