Reports

Discussion List

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  Spending Report Transactions (some) Not Showing up

  Closed swiederin 35 views 3 comments 0 points Most recent by UrsulaA February 18Troubleshooting
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  Support for Interactive Brokers and easier exclusion on reports

  Closed bonehead00 87 views 2 comments 1 point Most recent by UrsulaA February 18Feedback
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  A cash flow comparison report would be very useful (edited)

  Closed Flyfisher 22 views 2 comments 0 points Most recent by Flyfisher February 17Feedback
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  Historical Balance Import not working for loans

  Closed UrsulaA 111 views 6 comments 1 point Most recent by Coach Natalie February 16Report a Bug
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  Simplifi came in Handy when doing Taxes tonight

  Closed RobWilk 58 views 1 comment 8 points Most recent by ajbopp February 15Share your Success!
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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 55 views 2 comments 6 points Most recent by Tim23 February 14Feature Requests
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  Excluding accounts from net worth

  Closed Icabica 77 views 1 comment 0 points Most recent by UrsulaA February 9Using Reports
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  Clicking on a month from the 'Spending' Dashboard card should open the Report to that month (edited)

  Closed RockLee 151 views 12 comments 7 points Most recent by UrsulaA February 8Report a Bug
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  Merged: Save Custom Reports

  brad_bell 1 view 0 comments 1 point Started by brad_bell February 8 Feature Requests
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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 202 views 5 comments 12 points Most recent by jbexten February 7Feature Requests
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  Add Breakdown by Savings Goal

  Closed Evessia 32 views 1 comment 1 point Most recent by Coach Natalie February 7Feedback
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  reports are all incorrect

  Closed laura k 35 views 4 comments 0 points Most recent by laura k February 6Report a Bug
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  Include number of transactions in Spending Report (on screen and/or tooltip)

  Active tkdennis 22 views 1 comment 2 points Most recent by UrsulaA February 5Feature Requests
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  Integrate a Credit Card Billing System into Reports (edited)

  Active kgladstone 27 views 0 comments 2 points Started by kgladstone February 4 Feature Requests
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  Mobile app: Show me what I've filtered on in reports

  Active ajbopp 22 views 0 comments 3 points Started by ajbopp February 3 Feature Requests
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  Merged: Add selectable column in report transactions, same as the transactions page

  BigMan77 11 views 0 comments 1 point Started by BigMan77 February 3 Feature Requests
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  Spending Plan - Budgeted vs Final Actual Spent

  Closed PM009 160 views 3 comments 0 points Most recent by Coach Natalie February 1Using the Spending Plan
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  Net Income graph should always start at zero

  Closed bjubes 25 views 1 comment 0 points Most recent by ajbopp February 1Using Reports
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  Simplifi helped with Tax Season

  Closed UrsulaA 47 views 2 comments 2 points Most recent by DannyB January 30Share your Success!
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  Meta Report

  Active ajbopp 26 views 2 comments 3 points Most recent by UrsulaA January 30Feature Requests
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  Monthly Summary Wrong Top Payee & Top Category vs Reports

  Closed zeroskatr512 24 views 2 comments 0 points Most recent by zeroskatr512 January 27Using Reports
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  Is there a way to include unchecked "Exclude from Spending Plan" items in the net income report?

  Answered ✓ Closed lklopp 45 views 3 comments 0 points Most recent by lklopp January 26Investments
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  Add a Report for Transfers (edited)

  Active ajbopp 89 views 6 comments 3 points Most recent by UrsulaA January 25Feature Requests
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  Cannot "un-exclude" greyed-out transactions that are being ignored in reports

  Answered ✓ Closed stuarto 96 views 2 comments 0 points Most recent by stuarto January 25Using Reports
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  Merged: Reporting biggest flaw is unable to bookmark

  RBSimplify 1 view 0 comments 1 point Started by RBSimplify January 23 Feature Requests
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  Why is Spending Report not showing last few days of this month

  Closed RockLee 22 views 0 comments 0 points Started by RockLee January 21 Using Reports
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  Merged: Watchlist for Specific Account

  Daryl 11 views 0 comments 1 point Started by Daryl January 20 Feature Requests
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  Mobile App: Ability to drill down from the graph in Reports (edited)

  Active Ashmizen 52 views 1 comment 4 points Most recent by Bgz January 19Feature Requests
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  How to get Transaction Notes to show up under Reports -> Transaction Activity

  Answered ✓ Closed cycler15 97 views 2 comments 1 point Most recent by cycler15 January 17Using Reports
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  Transfer Transactions, No login MFA, No bookmark ability in reports with filters selection

  Closed RBSimplify 22 views 1 comment 0 points Most recent by Coach Natalie January 16Feedback