Reports

Discussion List

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  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 197 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  16
  Ability to set a default Date Range for Reports (edited)

  Completed Closed Manny512 49 views 4 comments 16 points Most recent by Coach Natalie March 11Feature Requests
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  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed Closed the_scottster 66 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
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  8
  Have a monthly display option for longer date ranges in reports on the web app (edited)

  Completed Closed UrsulaA 133 views 5 comments 8 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Option to Add Reviewed Column in the Spending Plan, Watchlists, and Reports (edited)

  Completed Closed UrsulaA 43 views 5 comments 4 points Most recent by EL1234 March 10Feature Requests
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  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed Closed System 31 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
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  Two-year quarterly Profit & Loss report bar graph only shows bars for first 4 quarters only

  Closed DryHeat 131 views 13 comments 0 points Most recent by Coach Jon March 9Quicken Business & Personal Feedback
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  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  Closed lynchbro 35 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
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  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed Closed ChrisHardie 2.8K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
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  5

  Up Down
  Color-coding categories in Reports

  Active snowboardsurfer 55 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
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  Saved Reports in Simplifi?

  Closed Kevin237 66 views 2 comments 0 points Most recent by DryHeat March 6Using Reports
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  1

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

  Active RaolinTheDense9476 11 views 0 comments 1 point Most recent by RaolinTheDense9476 March 5Feature Requests
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  7

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

  Active alkaboy 22 views 0 comments 7 points Most recent by alkaboy March 4Feature Requests
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  235
  Ability to download or print Reports [edited] (1 Merged Vote)

  Completed Closed Cincinnati-Boy 5K views 124 comments 235 points Most recent by SRC54 February 28Feature Requests
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  Spending Report on iPadOS 18.7.3 Not Changing Transactions List When Selecting another Category

  Closed Forteleza 31 views 3 comments 0 points Most recent by Coach Jon February 27Troubleshooting
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  1
  Expand the "Hide Cents" option across all Reports

  Closed alkaboy 61 views 8 comments 1 point Most recent by alkaboy February 27Feature Requests
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  5
  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed RockLee 21 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests
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  6
  Combine Reports and the Transactions table

  Completed Closed AZSharps 65 views 4 comments 6 points Most recent by Coach Natalie February 27Feature Requests
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  9
  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Completed Closed jsy42 158 views 7 comments 9 points Most recent by Coach Natalie February 27Feature Requests
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  Enhanced Reports: Share your feedback here!

  Closed Coach Natalie 1.9K views 91 comments 0 points Most recent by Coach Natalie February 27Early Access User Feedback
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  Add notes to reports

  Closed JKeyes 26 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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  1

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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 31 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 1K views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Stop hiding Venmo by default

  Closed bobmablob 71 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  8
  Conversational AI Analytics

  Completed Closed ferndot 124 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 192 views 11 comments 0 points Most recent by Coach Natalie February 10Early Access User Feedback
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  13

  Up Down
  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 84 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 310 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests