Reports

Discussion List

• 
  6

  Up Down
  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 99 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
• 
  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 111 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
• 
  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 262 views 18 comments 0 points Most recent by RobWilk September 2025Using Reports
• 
  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 260 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
• 
  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 3 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
• 
  Persistent Filters & Views in Reports: Share your feedback here!

  Closed Coach Natalie 309 views 24 comments 0 points Most recent by Coach Natalie September 2025Feedback
• 
  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 17 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  "net income" report is missing (edited)

  Closed JUST CHECKING 109 views 10 comments 2 points Most recent by Coach Natalie September 2025Using Reports
• 
  Net Income by Month - graph vertical axis

  Closed ab-maryland 2 views 1 comment 0 points Most recent by Coach Natalie September 2025Report a Bug
• 
  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 22 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
• 
  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 115 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
• 
  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 420 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
• 
  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 22 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
• 
  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 28 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
• 
  Pie vs Bar chart reports

  Closed CleoZ 13 views 2 comments 0 points Most recent by CleoZ September 2025Troubleshooting
• 
  print reports in Simplifi?

  Closed Leopoldcondo 29 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
• 
  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 2025Report a Bug
• 
  1

  Up Down
  Add a Liquid Cash Flow Report (edited)

  BlueGrits 45 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
• 
  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 254 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
• 
  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 34 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
• 
  Credit cards not showing in the Spending Report (edited)

  Answered ✓ Closed neon45 213 views 4 comments 0 points Most recent by DannyB August 2025Using Reports
• 
  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 104 views 10 comments 0 points Most recent by buttersh August 2025Troubleshooting
• 
  Net worth report not matching All accounts net worth

  Closed EMAW_fan 152 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
• 
  Actual vs Budget Report (edited)

  Closed MFT 110 views 6 comments 0 points Most recent by SRC54 August 2025Using Reports
• 
  "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

  Closed simplira 134 views 11 comments 0 points Most recent by Coach Jon August 2025Investments
• 
  How to find my average monthly spend among my categories?

  Closed arknemsis 87 views 1 comment 0 points Most recent by Max1223 August 2025Using Reports
• 
  No Tag Filter (edited)

  Closed ronlm 19 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
• 
  New Feature Alert: Print or Export Reports!

  Closed Coach Natalie 562 views 0 comments 3 points Most recent by Coach Natalie August 2025Updates From the Product Team