Reports

Discussion List

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  Stop hiding Venmo by default

  Closed bobmablob 179 views 3 comments 0 points Most recent by Coach Natalie February 16Feedback
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  8
  Conversational AI Analytics

  Completed Closed ferndot 228 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  Print or Export Business Reports: Share your feedback here!

  Closed Coach Natalie 325 views 11 comments 0 points Most recent by Coach Natalie February 10Early Access User Feedback
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  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed Closed David P 442 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
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  Income and Expense Report Printing? (edited)

  Answered ✓ Closed jmhull67 117 views 2 comments 0 points Most recent by Coach Jon January 29Using Reports
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  Issue exporting the Taxes Report to .txf

  Closed System 508 views 23 comments 0 points Most recent by Coach Jon January 28Troubleshooting
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  5

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  Simple analysis added to Reports (edited)

  Active chae1020 72 views 2 comments 5 points Most recent by Coach Natalie January 28Feature Requests
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  Annual Budgeting by Category/Sub-Category & Reporting

  Closed Coastal 167 views 4 comments 2 points Most recent by Coastal January 26Feedback
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  Printing a Report in QSV

  Closed Dmenk60 28 views 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting
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  Why is investment income excluded from reports? (edited)

  Answered ✓ Closed tmucsu 222 views 2 comments 0 points Most recent by tmucsu January 26Investments
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  How can I include/exclude large, lumpy transactions from Net Income report?

  Closed alisoncap 33 views 1 comment 0 points Most recent by Coach Kristina January 25Using Reports
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  Merged: Reports need to print to pdf or Word

  Closed GaryB-OR 1 view 0 comments 1 point Most recent by GaryB-OR January 18Feature Requests
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  Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

  Answered ✓ Closed BLH 29 views 1 comment 0 points Most recent by SRC54 January 18Using Reports
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  Three Reports on Simplifi Mobile 5.47.0 Not Working

  Closed Forteleza 35 views 2 comments 0 points Most recent by Forteleza January 18Using Reports
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  8

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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 80 views 2 comments 8 points Most recent by Coach Natalie January 14Feature Requests
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  In expense report, why are subcategories not grouped with their main category?

  Closed Midwest867 70 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  Closed System 196 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
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  Is There a Subcategory Breakdown in Reports? (edited)

  Answered ✓ Closed DK777 51 views 1 comment 0 points Most recent by Coach Natalie January 7Using Reports
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  How can I view business deposits into my checking account in reports

  Answered ✓ Closed skano 44 views 3 comments 0 points Most recent by Coach Natalie January 5Business Reports
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  Net Worth Report graph is incorrect for Fidelity 401k account (edited)

  Closed Rob5527 106 views 5 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Will the goal of Simplifi ever be to emulate the reporting capabilities of Quicken Deskttop?

  Answered ✓ Closed Giacomo 48 views 1 comment 0 points Most recent by SRC54 January 4Using Reports
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  2

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

  Active Dick_Davis 63 views 3 comments 2 points Most recent by Coach Jon January 2Quicken Business & Personal Feature Requests
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  1

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

  Active sidewalkboots 14 views 0 comments 1 point Most recent by sidewalkboots December 2025Quicken Business & Personal Feature Requests
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  1

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

  Active sidewalkboots 8 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 104 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 140 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 211 views 7 comments 0 points Most recent by Coach Jon December 2025Troubleshooting