Reports

Coming over from Quicken Classic ( Mac) starter and I’m not sure this will work?

Closed Sk8terboy 24 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started

Reporting on Sub-Categories

Closed rhart1716 23 views 1 comment 0 points Most recent by Coach Jon April 2025Using Reports

How can I get Net Income on Dashboard

Answered ✓ Closed N4KHQ 26 views 3 comments 0 points Most recent by Coach Jon April 2025Using the Dashboard

Not recognizing Venmo transactions

Closed Meileigh2021 12 views 2 comments 0 points Most recent by Mayra April 2025Using Reports

Please remove the "everything else" clustering

Closed upstatepainter 33 views 4 comments 0 points Most recent by upstatepainter April 2025Using Reports

Does Personal and Business subscription have better Personal reporting?

Answered ✓ upstatepainter 46 views 3 comments 0 points Most recent by DryHeat April 2025Using Reports

Add averages, min and max on the reports

Closed ashdubey 1 view 1 comment 0 points Most recent by Coach Kristina April 2025Feedback

Report will not recognize Venmo as a Payee

Closed cat4130 1 view 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting

12

Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

Completed Closed UrsulaA 51 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests

Net Income Report needs Year to date feature

Closed remynoveshen 2 views 2 comments 0 points Most recent by RobWilk April 2025Feedback

Please add the ability to save reporting settings for future use

Closed upstatepainter 18 views 1 comment 4 points Most recent by Coach Kristina April 2025Using Reports

How do I manually add a dividend income transaction, brokerage account missing in dropdown of add tx

Answered ✓ Closed Oogway 67 views 7 comments 0 points Most recent by SRC54 April 2025Report a Bug

How should I track payables/reimbursements?

Answered ✓ Closed jemenake 58 views 2 comments 0 points Most recent by jemenake April 2025Getting Started

Can Simplifi Generate a Report that EXCLUDES a Particular Tag

Closed bcrossman 123 views 4 comments 0 points Most recent by bcrossman April 2025Using Reports

Balance Sheet and Net Worth Report are blank when selecting an older time period

Closed System 12 views 2 comments 0 points Most recent by Coach Natalie March 2025Business Reports

Why are Schedule D transactions not included in Personal tax report?

Answered ✓ Closed DryHeat 25 views 2 comments 0 points Most recent by DryHeat March 2025Troubleshooting

Remember Report Settings [Edited]

Closed JAW 12 views 1 comment 1 point Most recent by Coach Jon March 2025Feedback

Net Worth Report

Answered ✓ Closed Adanac 152 views 12 comments 0 points Most recent by Adanac March 2025Using Reports

2

QBP: Make business "Usage" selector position consistent across all report screens

Active DryHeat 7 views 0 comments 2 points Started by DryHeat March 2025 Feature Requests

16

Ability to set a default Date Range for Reports (edited)

Active Manny512 31 views 3 comments 16 points Most recent by Norm6257 March 2025Feature Requests

Taxes Report is missing data for certain date ranges (edited)

Closed fcb 931 views 116 comments 0 points Most recent by Coach Jon March 2025Troubleshooting

Merged: Notes field to remained checked ON in Reports, Watchlist and Spending Plan registers

Closed Max1223 1 view 0 comments 1 point Started by Max1223 March 2025 Feature Requests

16

Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

Active paleosteve 213 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests

Detailed report printouts in Simplify as in Classic & competitors (CountAbout)

Closed GatorJeff 41 views 1 comment 0 points Most recent by Coach Jon March 2025Using Reports

Please reopen issue “Filters: Checkbox group parent deselected on mobile (edited)”

Closed Randy1234 11 views 1 comment 0 points Most recent by Coach Kristina March 2025Report a Bug

Date Range frustration

Closed mdbnj 48 views 4 comments 1 point Most recent by SRC54 March 2025Feedback

12

Keep Date Range in sync between the different Reports (edited)

Active Eli 91 views 4 comments 12 points Most recent by mdbnj March 2025Feature Requests

Taxes Report not showing under Reports (Early Access)

Closed Odin700 21 views 5 comments 0 points Most recent by SRC54 March 2025Using Reports

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