Reports

Discussion List

• 
  No Dates in Report: Taxes

  Closed rco 14 views 1 comment 0 points Most recent by Coach Jon March 19Using Reports
• 
  Manual Bank accounts show $0 in reports

  Closed cb611927 36 views 1 comment 0 points Most recent by SRC54 March 19Troubleshooting
• 
  Unknown/NA tags previously removed still show in reports and transactions

  Closed UrsulaA 1.1K views 65 comments 0 points Most recent by Coach Jon March 18Report a Bug
• 
  Is there anyway to print mileage? Not seeing mileage in the Taxes report. (edited)

  Closed System 19 views 2 comments 0 points Most recent by Coach Jon March 18General Troubleshooting
• 
  2

  Up Down
  QBP: Option to hide unused categories in the Schedule C, E, F View in Taxes Report (edited)

  Closed cyberstackn 126 views 8 comments 2 points Most recent by cyberstackn March 18Quicken Business & Personal Feature Requests
• 
  8

  Up Down
  Reports: Display totals in the bar graph without hovering (edited)

  Active featheredinvite 89 views 4 comments 8 points Most recent by Coach Natalie March 18Feature Requests
• 
  40
  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Completed Closed Jbenz 725 views 32 comments 40 points Most recent by Coach Natalie March 18Feature Requests
• 
  Reports using Tags bug or unexpected behavior

  Closed Max1223 210 views 11 comments 0 points Most recent by Coach Natalie March 18Report a Bug
• 
  6
  Reports - Rollup third level category to second level and then top level

  Completed Closed RickS 78 views 5 comments 6 points Most recent by Coach Kristina March 14Feature Requests
• 
  6

  Up Down
  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 109 views 5 comments 6 points Most recent by Norm6257 March 14Feature Requests
• 
  21

  Up Down
  Ability to view any month in the Monthly Summary Report (edited)

  Active System 335 views 15 comments 21 points Most recent by jmartin417 March 11Feature Requests
• 
  3
  Taxes Report Export/Print Display Suggestions (edited)

  Closed Dick_Davis 145 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
• 
  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 26 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
• 
  2
  QBP: Ability to break down the Spending Report by 'Business' (edited)

  Completed Closed IB1542 22 views 1 comment 2 points Most recent by Coach Natalie March 11Quicken Business & Personal Feature Requests
• 
  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 219 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
• 
  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 62 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
• 
  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed Closed the_scottster 72 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
• 
  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed Closed UrsulaA 139 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
• 
  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 58 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
• 
  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed Closed System 37 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
• 
  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  Closed DryHeat 150 views 13 comments 0 points Most recent by Coach Jon March 9Quicken Business & Personal Feedback
• 
  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  Closed lynchbro 37 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
• 
  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed Closed ChrisHardie 3K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
• 
  5

  Up Down
  Color-coding categories in Reports

  Active snowboardsurfer 66 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
• 
  Saved Reports in Simplifi?

  Closed Kevin237 85 views 2 comments 0 points Most recent by DryHeat March 6Using Reports
• 
  1

  Up Down
  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 13 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
• 
  7

  Up Down
  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 26 views 0 comments 7 points Most recent by alkaboy March 4Feature Requests
• 
  235
  Ability to download or print Reports [edited] (1 Merged Vote)

  Completed Closed Cincinnati-Boy 5.3K views 124 comments 235 points Most recent by SRC54 February 28Feature Requests
• 
  Spending Report on iPadOS 18.7.3 Not Changing Transactions List When Selecting another Category

  Closed Forteleza 33 views 3 comments 0 points Most recent by Coach Jon February 27Troubleshooting
• 
  1
  Expand the "Hide Cents" option across all Reports

  Closed alkaboy 70 views 8 comments 1 point Most recent by alkaboy February 27Feature Requests