Reports

Discussion List

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  Add notes to reports

  Closed JKeyes 15 views 1 comment 1 point Most recent by Coach Jon February 26Using Reports
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  Merged: Chart crime

  Closed rosachin21k 1 view 0 comments 0 points Most recent by rosachin21k February 26Report a Bug
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  QBP: Ability to run reports using just invoices, not transactions (edited)

  Active epbiz 13 views 0 comments 1 point Most recent by epbiz February 24Quicken Business & Personal Feature Requests
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  Investment Report Request: Heat Map

  Closed bsmorovitz 22 views 1 comment 1 point Most recent by Coach Jon February 19Investments
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 906 views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Stop hiding Venmo by default

  Closed bobmablob 36 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  8
  Conversational AI Analytics

  Completed Closed ferndot 83 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  Print or Export Business Reports: Share your feedback here!

  Closed Coach Natalie 163 views 11 comments 0 points Most recent by Coach Natalie February 10Early Access User Feedback
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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 81 views 7 comments 13 points Most recent by EL1234 February 3Feature Requests
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  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed Closed David P 255 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
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  Income and Expense Report Printing? (edited)

  Answered ✓ Closed jmhull67 64 views 2 comments 0 points Most recent by Coach Jon January 29Using Reports
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  Issue exporting the Taxes Report to .txf

  Closed System 165 views 23 comments 0 points Most recent by Coach Jon January 28Troubleshooting
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  Simple analysis added to Reports (edited)

  Active chae1020 31 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
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  Annual Budgeting by Category/Sub-Category & Reporting

  Closed Coastal 73 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Printing a Report in QSV

  Closed Dmenk60 12 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 71 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  How can I include/exclude large, lumpy transactions from Net Income report?

  Closed alisoncap 12 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  Add 'Averages' to Reports (edited)

  Active rb94 436 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 22 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 21 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 41 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 42 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 102 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 41 views 1 comment 0 points Most recent by SRC54 January 4Using Reports