Reports

Discussion List

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  trouble getting budget categories to show up in reports

  Answered ✓ Closed Matt n Susi 72 views 1 comment 0 points Most recent by DannyB April 5Categories and Tags
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  Report Printing

  Closed todd.gill 73 views 4 comments 4 points Most recent by User209J7H! April 2Feedback
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  Make Reports filtering easier

  Closed dsa157 32 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 51 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 79 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 40 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 105 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
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  Expand Reports Features/Stats

  Closed MishaM 37 views 1 comment 1 point Most recent by UrsulaA March 19Feedback
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  Make "Not excluded in reports" filter ON by default

  Answered ✓ Closed Manuel Jasso 74 views 1 comment 0 points Most recent by Coach Jon March 18Feedback
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  Show reports in summarized table format

  Closed Micha9 31 views 1 comment 1 point Most recent by Coach Jon March 15Feedback
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  Issue with Reports older than 5 years (edited)

  Closed Bgz 273 views 19 comments 0 points Most recent by Bgz March 14Using Reports
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  Importing Historical Balance for a Brokerage Account actually purges all existing history

  Closed David Yao 170 views 16 comments 1 point Most recent by Coach Jon March 14Report a Bug
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  Investment Report

  Closed DOhalloran 37 views 1 comment 1 point Most recent by Coach Natalie March 13Feedback
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  Reports for Taxes (edited)

  Closed Benny Banken 162 views 3 comments 0 points Most recent by Coach Jon March 11Using Reports
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  Don't apply Transactional Data Limits to Reports and other features (edited)

  Active thaJack 23 views 0 comments 3 points Started by thaJack March 11 Feature Requests
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  Ability to drill down each section of the Credit Score feature (edited)

  Active UrsulaA 44 views 4 comments 3 points Most recent by UrsulaA March 6Feature Requests
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  Savings filters

  Closed rdenove 27 views 1 comment 0 points Most recent by UrsulaA March 6Using Reports
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  Savings Report by Account Breakdown: Linked Account Balances show $object object

  Closed UrsulaA 116 views 7 comments 0 points Most recent by UrsulaA March 5Report a Bug
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  Dashboard and Top Spending Categories don't match

  Closed Max1223 38 views 6 comments 0 points Most recent by UrsulaA March 5Troubleshooting
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  Transfer Series Exclusion Discrepancy

  Answered ✓ Closed suL33T 60 views 5 comments 0 points Most recent by suL33T March 4Report a Bug
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  Merged: Monthly Summary History

  brad08 1 view 0 comments 3 points Started by brad08 March 4 Feature Requests
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  Is the starting value of Net Worth graph always 0?

  Closed kollock 27 views 1 comment 0 points Most recent by DannyB March 3Feedback
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  Net Worth Upload Successful

  Closed UrsulaA 619 views 22 comments 1 point Most recent by Kevin M March 2Share your Success!
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  Merged: Add Notes column to transactions in the Reports section

  James-0401 11 views 0 comments 1 point Started by James-0401 March 2 Feature Requests
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  Am I Alone?

  Closed GP123 35 views 2 comments 0 points Most recent by Coach Jon March 1Feedback
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  Mobile app, total spending, "Everything else"

  Closed RobWilk 57 views 8 comments 1 point Most recent by UrsulaA February 29Report a Bug