Reports

Discussion List

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  Daily spending report

  Closed TtTtTt 41 views 1 comment 1 point Most recent by Coach Natalie May 2024Feedback
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  Merged: Add split capabilities to recurring transactions and bills, or entire categories.

  JCS 11 views 0 comments 2 points Started by JCS May 2024 Feature Requests
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  Historical spending by category

  Closed matthawk7 50 views 2 comments 1 point Most recent by DannyB May 2024Getting Started
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  2

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  Simple analysis added to Reports (edited)

  Active chae1020 38 views 1 comment 2 points Most recent by chae1020 May 2024Feature Requests
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  There is more than one NET WORTH calculation used

  Closed Dan6912 247 views 20 comments 1 point Most recent by swiggity April 2024Report a Bug
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  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
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  Merged: Reports: add breakdown by subcategory

  LDC 1 view 0 comments 1 point Started by LDC April 2024 Feature Requests
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  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 2024Report a Bug
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  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
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  Merged: Ability to see planned transaction totals by account

  jtb36 1 view 0 comments 1 point Started by jtb36 April 2024 Feature Requests
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  Tax refund should not be included in spending report

  Closed Marcin 99 views 7 comments 1 point Most recent by Marcin April 2024Report a Bug
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  Merged: Monthly spending report x-axis labels overlap

  djweizle 1 view 0 comments 0 points Started by djweizle April 2024 Report a Bug
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  Merged: Adjustable y-axis scale on Net Worth report

  mevans426 1 view 0 comments 1 point Started by mevans426 April 2024 Feature Requests
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  12

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  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 2024Feature Requests
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  trouble getting budget categories to show up in reports

  Answered ✓ Closed Matt n Susi 96 views 1 comment 0 points Most recent by DannyB April 2024Categories and Tags
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  Report Printing

  Closed todd.gill 77 views 4 comments 4 points Most recent by User209J7H! April 2024Feedback
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  Make Reports filtering easier

  Closed dsa157 39 views 1 comment 1 point Most recent by Coach Natalie April 2024Using Reports
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  Report showing current (and anticipated) spending vs. monthly income

  Answered ✓ Closed santoshamb 62 views 3 comments 0 points Most recent by santoshamb April 2024Using Reports
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  Spending report by GROUP selection

  Closed Hover2mach 45 views 4 comments 1 point Most recent by Hover2mach March 2024Feedback
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  Printing tax reports on Simplifi

  Answered ✓ Closed Moneyjuggler 124 views 2 comments 0 points Most recent by Moneyjuggler March 2024Feedback
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  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 2024Using Reports
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  Needs to show subcategories names in the Spent report

  Closed Stella 39 views 3 comments 0 points Most recent by DannyB March 2024Feedback
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  Merged: Comparative Reports

  Ivan 1 view 0 comments -1 point Started by Ivan March 2024 Feature Requests
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  Income and Expense Reports (edited)

  Closed wolgies6 127 views 1 comment 1 point Most recent by UrsulaA March 2024Using Reports
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  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 2024Feedback
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  Expand Reports Features/Stats

  Closed MishaM 37 views 1 comment 1 point Most recent by UrsulaA March 2024Feedback
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  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 2024Feedback
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  Show reports in summarized table format

  Closed Micha9 36 views 1 comment 1 point Most recent by Coach Jon March 2024Feedback
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  Issue with Reports older than 5 years (edited)

  Closed Bgz 276 views 19 comments 0 points Most recent by Bgz March 2024Using Reports
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  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 2024Report a Bug