Reports

Discussion List

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  Remember Report Settings [Edited]

  Closed JAW 11 views 1 comment 1 point Most recent by Coach Jon March 26Feedback
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  Net Worth Report

  Answered ✓ Closed Adanac 124 views 12 comments 0 points Most recent by Adanac March 23Using Reports
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  QBP: Make business "Usage" selector position consistent across all report screens

  Active DryHeat 5 views 0 comments 1 point Started by DryHeat March 23 Feature Requests
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  Ability to set a default Date Range for Reports (edited)

  Active Manny512 32 views 3 comments 16 points Most recent by Norm6257 March 22Feature Requests
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  Taxes Report is missing data for certain date ranges (edited)

  Closed fcb 817 views 116 comments 0 points Most recent by Coach Jon March 21Troubleshooting
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  Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

  Closed Max1223 1 view 0 comments 1 point Started by Max1223 March 19 Feature Requests
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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 207 views 6 comments 15 points Most recent by drjdub55 March 14Feature Requests
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  Detailed report printouts in Simplify as in Classic & competitors (CountAbout)

  Closed GatorJeff 45 views 1 comment 0 points Most recent by Coach Jon March 13Using Reports
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  Please reopen issue “Filters: Checkbox group parent deselected on mobile (edited)”

  Closed Randy1234 12 views 1 comment 0 points Most recent by Coach Kristina March 9Report a Bug
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  Date Range frustration

  Closed mdbnj 25 views 4 comments 1 point Most recent by SRC54 March 4Feedback
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  Keep Date Range in sync between the different Reports (edited)

  Active Eli 95 views 4 comments 12 points Most recent by mdbnj March 3Feature Requests
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  Taxes Report not showing under Reports (Early Access)

  Closed Odin700 24 views 5 comments 0 points Most recent by SRC54 March 2Using Reports
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  Need the ability to print reports (edited)

  Closed GrandmaSherry 12 views 1 comment 1 point Most recent by Coach Jon February 19Feedback
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  In Reports, toggle of Show/Hide Graph is reversed in certain condition.

  Closed JNMCEWEN55 11 views 2 comments 0 points Most recent by JNMCEWEN55 February 19Report a Bug
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 56 views 6 comments 0 points Most recent by Coach Natalie February 18Using Reports
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  how to print full reports in Simplifi

  Closed trtrlik 337 views 3 comments 1 point Most recent by Charles Collins February 8Using Reports
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  Thanks for the TAX report

  Closed RobWilk 52 views 3 comments 3 points Most recent by DannyB February 6Feedback
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  Merged: Enhance net worth report visibility

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 6 Feature Requests
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  Merged: New Tax Reporting feature not quite working

  Closed Max1223 1 view 0 comments 0 points Started by Max1223 February 5 Feedback
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  Color-coding categories in Reports

  Active snowboardsurfer 54 views 4 comments 4 points Most recent by mmmartian February 4Feature Requests
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  New Feature Alert: Tax Line Items & Taxes Report!

  Closed Coach Natalie 21.5K views 0 comments 10 points Started by Coach Natalie February 4 Updates From the Product Team
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  Improvements to Transfers: Assign categories and have them show up in reports [Edited]

  Closed squirrelbeforesunset 23 views 2 comments 0 points Most recent by Coach Natalie February 3Feedback
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  Reporting

  Closed mjjdad 99 views 4 comments 0 points Most recent by Coach Kristina February 1Business Reports
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  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 25 views 0 comments 4 points Started by gwonky February 1 Feature Requests
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  % on spending--------Net Worth Goals

  Closed Sam47889 11 views 1 comment 1 point Most recent by Coach Natalie January 31Feedback
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  Quicken Lifetime Overview -- inflation source?

  Answered ✓ Closed KSQuick 23 views 1 comment 0 points Most recent by RobWilk January 31Using Reports
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  Swiping down when scrolling filters->accounts undesirably exits list (edited)

  Closed RobWilk 121 views 14 comments 0 points Most recent by RobWilk January 31Report a Bug
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  Table Style Reports in Simplifi

  Closed jtb36 36 views 4 comments 0 points Most recent by Coach Jon January 30Feedback