Reports

Discussion List

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  Saved Filters and reports

  Closed Wayne 32 views 1 comment 2 points Most recent by Coach Natalie May 20Feedback
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  Networth report is not wrong. Does not match correct dashboard value

  Closed Another Stephen 102 views 12 comments 0 points Most recent by Another Stephen May 9Report a Bug
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  Sort "Accounts" in filter selection.

  Closed QuantumWest 58 views 2 comments 1 point Most recent by Coach Jon May 7Report a Bug
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  Daily spending report

  Closed TtTtTt 33 views 1 comment 1 point Most recent by Coach Natalie May 6Feedback
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  Merged: Add split capabilities to recurring transactions and bills, or entire categories.

  JCS 11 views 0 comments 2 points Started by JCS May 4 Feature Requests
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  Historical spending by category

  Closed matthawk7 43 views 2 comments 1 point Most recent by DannyB May 3Getting Started
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  2

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  Simple analysis added to Reports (edited)

  Active chae1020 37 views 1 comment 2 points Most recent by chae1020 May 1Feature Requests
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  There is more than one NET WORTH calculation used

  Closed Dan6912 240 views 20 comments 1 point Most recent by swiggity April 22Report a Bug
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  Merged: Reports: add option to see many many more items per screen

  LDC 1 view 0 comments 1 point Started by LDC April 19 Feature Requests
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  Merged: Reports: add breakdown by subcategory

  LDC 1 view 0 comments 1 point Started by LDC April 19 Feature Requests
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  The Net Worth report is not factoring the correct balance of one of my loans

  Answered ✓ Closed timhood 50 views 3 comments 0 points Most recent by timhood April 17Report a Bug
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  Merged: Ability to include or exclude Pending Transactions from Report Totals (edited)

  MishaM 11 views 0 comments 1 point Started by MishaM April 17 Feature Requests
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  Merged: Ability to see planned transaction totals by account

  jtb36 1 view 0 comments 1 point Started by jtb36 April 16 Feature Requests
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  Swiping down when scrolling filters->accounts undesirably exits list (edited)

  RobWilk 117 views 12 comments 0 points Most recent by RobWilk April 12Report a Bug
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  Tax refund should not be included in spending report

  Closed Marcin 84 views 7 comments 1 point Most recent by Marcin April 11Report a Bug
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  Merged: Monthly spending report x-axis labels overlap

  djweizle 1 view 0 comments 0 points Started by djweizle April 10 Report a Bug
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  Merged: Adjustable y-axis scale on Net Worth report

  mevans426 1 view 0 comments 1 point Started by mevans426 April 9 Feature Requests
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  12

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

  Active 5472sss 145 views 14 comments 12 points Most recent by DannyB April 8Feature Requests
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  16

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  Profit & Loss Report

  Active Charles Collins 335 views 13 comments 16 points Most recent by Annie Finch April 6Feature Requests
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  trouble getting budget categories to show up in reports

  Answered ✓ Closed Matt n Susi 65 views 1 comment 0 points Most recent by DannyB April 5Categories and Tags
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  Report Printing

  Closed todd.gill 69 views 4 comments 4 points Most recent by User209J7H! April 2Feedback
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  Make Reports filtering easier

  Closed dsa157 28 views 1 comment 1 point Most recent by Coach Natalie April 1Using Reports
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  Report showing current (and anticipated) spending vs. monthly income

  Answered ✓ Closed santoshamb 50 views 3 comments 0 points Most recent by santoshamb April 1Using Reports
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  Spending report by GROUP selection

  Closed Hover2mach 45 views 4 comments 1 point Most recent by Hover2mach March 27Feedback
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  Printing tax reports on Simplifi

  Answered ✓ Closed Moneyjuggler 67 views 2 comments 0 points Most recent by Moneyjuggler March 26Feedback
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  budget (spending plan) to actual dollars spent - how to run a report

  Closed Read 39 views 1 comment 0 points Most recent by Coach Jon March 26Using Reports
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  Needs to show subcategories names in the Spent report

  Closed Stella 37 views 3 comments 0 points Most recent by DannyB March 22Feedback
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  Merged: Comparative Reports

  Ivan 1 view 0 comments -1 point Started by Ivan March 22 Feature Requests
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  Income and Expense Reports (edited)

  Closed wolgies6 100 views 1 comment 1 point Most recent by UrsulaA March 19Using Reports
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  Share your feedback regarding the Net Worth Report here!

  Closed Coach Natalie 1.7K views 58 comments 3 points Most recent by Coach Natalie March 19Feedback