Reports

Discussion List

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  Exporting a Financial Snapshot

  Closed esender 21 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.9K views 58 comments 212 points Most recent by quick username November 2025Feature Requests
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  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 31 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 12 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 31 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.1K views 51 comments 104 points Most recent by taque November 2025Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 54 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
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  Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)

  Active RobWilk 31 views 3 comments 2 points Most recent by RobWilk November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 61 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  'Recent X Months' Date Range Filters in Reports should not include the current month (edited)

  Active DryHeat 158 views 16 comments 8 points Most recent by RobWilk November 2025Feature Requests
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 52 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Add Tax Form 4684

  Active gpolkga 1 view 0 comments 1 point Most recent by gpolkga November 2025Feature Requests
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  Portfolio Report

  Closed Adanac 21 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 261 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
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  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 51 views 1 comment 0 points Most recent by Coach Kristina October 2025Feedback
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  Help with counting transfers as income (edited)

  Closed z1r 182 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 1.9K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 262 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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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 31 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 81 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 51 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 513 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 492 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 1 view 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 21 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 272 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 91 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 102 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports