Reports

Discussion List

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  Is there a way to choose "all time" in reports?

  Answered ✓ Closed IB1542 34 views 3 comments 0 points Most recent by Coach Kristina May 2025Business Reports
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  Report for "Banking"

  Closed BeccaBits 13 views 1 comment 1 point Most recent by Coach Natalie May 2025Feedback
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  Coming over from Quicken Classic ( Mac) starter and I’m not sure this will work?

  Closed Sk8terboy 25 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  Reporting on Sub-Categories

  Closed rhart1716 24 views 1 comment 0 points Most recent by Coach Jon April 2025Using Reports
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  How can I get Net Income on Dashboard

  Answered ✓ Closed N4KHQ 25 views 3 comments 0 points Most recent by Coach Jon April 2025Using the Dashboard
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  Not recognizing Venmo transactions

  Closed Meileigh2021 17 views 2 comments 0 points Most recent by Mayra April 2025Using Reports
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  Please remove the "everything else" clustering

  Closed upstatepainter 39 views 4 comments 0 points Most recent by upstatepainter April 2025Using Reports
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  Does Personal and Business subscription have better Personal reporting?

  Answered ✓ upstatepainter 38 views 3 comments 0 points Most recent by DryHeat April 2025Using Reports
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  Add averages, min and max on the reports

  Closed ashdubey 2 views 1 comment 0 points Most recent by Coach Kristina April 2025Feedback
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  Report will not recognize Venmo as a Payee

  Closed cat4130 1 view 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 59 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  Net Income Report needs Year to date feature

  Closed remynoveshen 5 views 2 comments 0 points Most recent by RobWilk April 2025Feedback
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  Please add the ability to save reporting settings for future use

  Closed upstatepainter 19 views 1 comment 4 points Most recent by Coach Kristina April 2025Using Reports
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  How do I manually add a dividend income transaction, brokerage account missing in dropdown of add tx

  Answered ✓ Closed Oogway 53 views 7 comments 0 points Most recent by SRC54 April 2025Report a Bug
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  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 46 views 2 comments 0 points Most recent by jemenake April 2025Getting Started
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  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  Closed bcrossman 107 views 4 comments 0 points Most recent by bcrossman April 2025Using Reports
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  Balance Sheet and Net Worth Report are blank when selecting an older time period

  Closed System 15 views 2 comments 0 points Most recent by Coach Natalie March 2025Business Reports
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  Why are Schedule D transactions not included in Personal tax report?

  Answered ✓ Closed DryHeat 21 views 2 comments 0 points Most recent by DryHeat March 2025Troubleshooting
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  Remember Report Settings [Edited]

  Closed JAW 11 views 1 comment 1 point Most recent by Coach Jon March 2025Feedback
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  Net Worth Report

  Answered ✓ Closed Adanac 140 views 12 comments 0 points Most recent by Adanac March 2025Using 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 2025 Feature Requests
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  16

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  Ability to set a default Date Range for Reports (edited)

  Active Manny512 35 views 3 comments 16 points Most recent by Norm6257 March 2025Feature Requests
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  Taxes Report is missing data for certain date ranges (edited)

  Closed fcb 837 views 116 comments 0 points Most recent by Coach Jon March 2025Troubleshooting
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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 2025 Feature Requests
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  16

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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 211 views 6 comments 16 points Most recent by drjdub55 March 2025Feature 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 2025Using 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 2025Report a Bug
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  Date Range frustration

  Closed mdbnj 31 views 4 comments 1 point Most recent by SRC54 March 2025Feedback