Reports

Discussion List

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  Year over year Monthly Reports

  Closed DCDaveC 12 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback
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  Persistent Filters Not Working on Mobile App (edited)

  Closed HappyNorml 32 views 3 comments 3 points Most recent by Coach Natalie October 2025Troubleshooting
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  Using "Reset report" does not stick (edited)

  Closed Dick_Davis 85 views 16 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 53 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 514 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 490 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  not to include certain account on report, or hide

  Closed Texas Sun 2 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 662 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 22 views 4 comments 0 points Most recent by TK_25 September 2025Business Reports
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 277 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 93 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 101 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 226 views 18 comments 0 points Most recent by RobWilk September 2025Using Reports
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 207 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 2 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  Persistent Filters & Views in Reports: Share your feedback here!

  Closed Coach Natalie 275 views 24 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  "net income" report is missing (edited)

  Closed JUST CHECKING 93 views 10 comments 2 points Most recent by Coach Natalie September 2025Using Reports
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  Net Income by Month - graph vertical axis

  Closed ab-maryland 1 view 1 comment 0 points Most recent by Coach Natalie September 2025Report a Bug
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 24 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 103 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 384 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 22 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 22 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  Pie vs Bar chart reports

  Closed CleoZ 11 views 2 comments 0 points Most recent by CleoZ September 2025Troubleshooting
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  QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

  Active gpobrien001 55 views 1 comment 9 points Most recent by moneymoneymoney111 September 2025Quicken Business & Personal Feature Requests
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  print reports in Simplifi?

  Closed Leopoldcondo 22 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 2025Report a Bug
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  Add a Liquid Cash Flow Report (edited)

  BlueGrits 41 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests