Reports

Discussion List

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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 95 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 145 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 92 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 60 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 115 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 124 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 81 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 275 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 182 views 16 comments 1 point Most recent by Coach Jon March 2024Report a Bug
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  Investment Report

  Closed DOhalloran 41 views 1 comment 1 point Most recent by Coach Natalie March 2024Feedback
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  Reports for Taxes (edited)

  Closed Benny Banken 236 views 3 comments 0 points Most recent by Coach Jon March 2024Using Reports
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  3

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  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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  3

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  Ability to drill down each section of the Credit Score feature (edited)

  Active UrsulaA 44 views 4 comments 3 points Most recent by UrsulaA March 2024Feature Requests
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  Savings filters

  Closed rdenove 30 views 1 comment 0 points Most recent by UrsulaA March 2024Using Reports
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  Savings Report by Account Breakdown: Linked Account Balances show $object object

  Closed UrsulaA 117 views 7 comments 0 points Most recent by UrsulaA March 2024Report a Bug
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  Dashboard and Top Spending Categories don't match

  Closed Max1223 38 views 6 comments 0 points Most recent by UrsulaA March 2024Troubleshooting
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  Transfer Series Exclusion Discrepancy

  Answered ✓ Closed suL33T 63 views 5 comments 0 points Most recent by suL33T March 2024Report a Bug
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  Merged: Monthly Summary History

  brad08 1 view 0 comments 3 points Started by brad08 March 2024 Feature Requests