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Discussion List
2
Up
Down
Simple analysis added to Reports (edited)
Active
chae1020
38
views
1
comment
2
points
Most recent by
chae1020
May 2024
Feature Requests
There is more than one NET WORTH calculation used
Closed
Dan6912
247
views
20
comments
1
point
Most recent by
swiggity
April 2024
Report a Bug
Merged: Reports: add option to see many many more items per screen
LDC
1
view
0
comments
1
point
Started by
LDC
April 2024
Feature Requests
Merged: Reports: add breakdown by subcategory
LDC
1
view
0
comments
1
point
Started by
LDC
April 2024
Feature Requests
The Net Worth report is not factoring the correct balance of one of my loans
Answered ✓
Closed
timhood
57
views
3
comments
0
points
Most recent by
timhood
April 2024
Report a Bug
Merged: Ability to include or exclude Pending Transactions from Report Totals (edited)
MishaM
11
views
0
comments
1
point
Started by
MishaM
April 2024
Feature Requests
Merged: Ability to see planned transaction totals by account
jtb36
1
view
0
comments
1
point
Started by
jtb36
April 2024
Feature Requests
Tax refund should not be included in spending report
Closed
Marcin
98
views
7
comments
1
point
Most recent by
Marcin
April 2024
Report a Bug
Merged: Monthly spending report x-axis labels overlap
djweizle
1
view
0
comments
0
points
Started by
djweizle
April 2024
Report a Bug
Merged: Adjustable y-axis scale on Net Worth report
mevans426
1
view
0
comments
1
point
Started by
mevans426
April 2024
Feature Requests
12
Up
Down
Add a Report for Recurring Transactions, or the ability to download them (edited)
Active
5472sss
146
views
14
comments
12
points
Most recent by
DannyB
April 2024
Feature Requests
trouble getting budget categories to show up in reports
Answered ✓
Closed
Matt n Susi
95
views
1
comment
0
points
Most recent by
DannyB
April 2024
Categories and Tags
Report Printing
Closed
todd.gill
77
views
4
comments
4
points
Most recent by
User209J7H!
April 2024
Feedback
Make Reports filtering easier
Closed
dsa157
39
views
1
comment
1
point
Most recent by
Coach Natalie
April 2024
Using Reports
Report showing current (and anticipated) spending vs. monthly income
Answered ✓
Closed
santoshamb
62
views
3
comments
0
points
Most recent by
santoshamb
April 2024
Using Reports
Spending report by GROUP selection
Closed
Hover2mach
45
views
4
comments
1
point
Most recent by
Hover2mach
March 2024
Feedback
Printing tax reports on Simplifi
Answered ✓
Closed
Moneyjuggler
123
views
2
comments
0
points
Most recent by
Moneyjuggler
March 2024
Feedback
budget (spending plan) to actual dollars spent - how to run a report
Closed
Read
44
views
1
comment
0
points
Most recent by
Coach Jon
March 2024
Using Reports
Needs to show subcategories names in the Spent report
Closed
Stella
39
views
3
comments
0
points
Most recent by
DannyB
March 2024
Feedback
Merged: Comparative Reports
Ivan
1
view
0
comments
-1
point
Started by
Ivan
March 2024
Feature Requests
Income and Expense Reports (edited)
Closed
wolgies6
126
views
1
comment
1
point
Most recent by
UrsulaA
March 2024
Using Reports
Share your feedback regarding the Net Worth Report here!
Closed
Coach Natalie
1.7K
views
58
comments
3
points
Most recent by
Coach Natalie
March 2024
Feedback
Expand Reports Features/Stats
Closed
MishaM
37
views
1
comment
1
point
Most recent by
UrsulaA
March 2024
Feedback
Make "Not excluded in reports" filter ON by default
Answered ✓
Closed
Manuel Jasso
82
views
1
comment
1
point
Most recent by
Coach Jon
March 2024
Feedback
Show reports in summarized table format
Closed
Micha9
36
views
1
comment
1
point
Most recent by
Coach Jon
March 2024
Feedback
Issue with Reports older than 5 years (edited)
Closed
Bgz
276
views
19
comments
0
points
Most recent by
Bgz
March 2024
Using Reports
Importing Historical Balance for a Brokerage Account actually purges all existing history
Closed
David Yao
184
views
16
comments
1
point
Most recent by
Coach Jon
March 2024
Report a Bug
Investment Report
Closed
DOhalloran
41
views
1
comment
1
point
Most recent by
Coach Natalie
March 2024
Feedback
Reports for Taxes (edited)
Closed
Benny Banken
247
views
3
comments
0
points
Most recent by
Coach Jon
March 2024
Using Reports
3
Up
Down
Don't apply Transactional Data Limits to Reports and other features (edited)
Active
thaJack
25
views
0
comments
3
points
Started by
thaJack
March 2024
Feature Requests
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