Reports

Discussion List

• 
  Is There a Subcategory Breakdown in Reports? (edited)

  Answered ✓ Closed DK777 37 views 1 comment 0 points Most recent by Coach Natalie January 7Using Reports
• 
  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 26 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
• 
  Net Worth Report graph is incorrect for Fidelity 401k account (edited)

  Closed Rob5527 56 views 5 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
• 
  Will the goal of Simplifi ever be to emulate the reporting capabilities of Quicken Deskttop?

  Answered ✓ Closed Giacomo 46 views 1 comment 0 points Most recent by SRC54 January 4Using Reports
• 
  2

  Up Down
  QBP: Rename the Income & Expense Report according to what is being shown (businesses vs personal)

  Active Dick_Davis 54 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Allow the Income Dashboard chart to use cash basis (edited)

  Active sidewalkboots 12 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
• 
  1

  Up Down
  QBP: Reports should use Client, not Invoice, as the Payee (edited)

  Active sidewalkboots 5 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
• 
  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 67 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
• 
  Merged: Numbers in reports should be right justified

  Closed mdleighty 21 views 0 comments 1 point Most recent by mdleighty December 2025Using Reports
• 
  Seeing Month to Month spending for a particular category

  Answered ✓ Closed Thomas56 101 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
• 
  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 144 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
• 
  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  Closed jdtrujillo 127 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
• 
  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 32 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
• 
  3

  Up Down
  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 22 views 1 comment 3 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
• 
  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Business Reports
• 
  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 56 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
• 
  8

  Up Down
  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 24 views 2 comments 8 points Most recent by DannyB December 2025Feature Requests
• 
  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 84 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
• 
  Export to PDF is practically useless to me

  Closed SRC54 67 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
• 
  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 83 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
• 
  Adding back tag field to spending report

  Closed zipfamily 92 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
• 
  Advanced Filters not working in the Income & Expense Report

  Closed System 62 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  2

  Up Down
  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Delete Net Worth History? (edited)

  Closed lynchbro 35 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  2

  Up Down
  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 73 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
• 
  Exporting a Financial Snapshot

  Closed esender 71 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
• 
  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 37 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
• 
  2

  Up Down
  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 13 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests
• 
  Spending Report Graph missing in at least some cases

  Closed RobWilk 46 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
• 
  108

  Up Down
  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.4K views 51 comments 108 points Most recent by taque November 2025Feature Requests