Reports

Discussion List

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  1

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

  Active sidewalkboots 13 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
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  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
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  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 62 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
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  Merged: Numbers in reports should be right justified

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

  Answered ✓ Closed Thomas56 96 views 4 comments 0 points Most recent by DannyB December 2025Using Reports
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  Transactions in accounts setup to include in Reports are being excluded

  Closed ThadW 149 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting
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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  Closed jdtrujillo 120 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 33 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 25 views 1 comment 3 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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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 58 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 64 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 84 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 87 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 53 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 25 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Delete Net Worth History? (edited)

  Closed lynchbro 35 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 76 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  Exporting a Financial Snapshot

  Closed esender 62 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 36 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 15 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 38 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 107 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 84 views 5 comments 5 points Most recent by bethimusprime November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 86 views 8 comments 1 point 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 84 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Add Tax Form 4684

  Active gpolkga 2 views 0 comments 2 points Most recent by gpolkga November 2025Feature Requests
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  Portfolio Report

  Closed Adanac 36 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports