Reports

Discussion List

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  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
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 57 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 26 views 2 comments 8 points Most recent by DannyB December 2025Feature Requests
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  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 81 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Export to PDF is practically useless to me

  Closed SRC54 58 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 75 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
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  Adding back tag field to spending report

  Closed zipfamily 82 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Advanced Filters not working in the Income & Expense Report

  Closed System 47 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 24 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Delete Net Worth History? (edited)

  Closed lynchbro 34 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 71 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  Exporting a Financial Snapshot

  Closed esender 49 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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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 14 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 1.2K views 51 comments 106 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 79 views 5 comments 5 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 81 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 214 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 79 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 2 points Most recent by gpolkga November 2025Feature Requests
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  Portfolio Report

  Closed Adanac 32 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 294 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 62 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 247 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 3K 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 337 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 13 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 49 views 3 comments 3 points Most recent by Coach Natalie October 2025Troubleshooting