Reports

Discussion List

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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  Closed jdtrujillo 175 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 43 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  QBP: Ability to filter by "No Client" (edited)

  Active sidewalkboots 28 views 1 comment 3 points Most recent by Coach Natalie December 2025Quicken Business & Personal Feature Requests
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  Merged: Income and Expense Report Heading (V4.86.1)

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Business Reports
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 85 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 34 views 2 comments 8 points Most recent by DannyB December 2025Feature Requests
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  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 108 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Export to PDF is practically useless to me

  Closed SRC54 90 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Can't Print Reports in Simplify?? Seriously??

  Closed DAP 96 views 2 comments 0 points Most recent by Coach Kristina November 2025Feedback
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  Adding back tag field to spending report

  Closed zipfamily 139 views 8 comments 0 points Most recent by DryHeat November 2025Using Reports
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  Advanced Filters not working in the Income & Expense Report

  Closed System 90 views 6 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 39 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Delete Net Worth History? (edited)

  Closed lynchbro 50 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  Active ChefKeith 110 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests
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  Exporting a Financial Snapshot

  Closed esender 124 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback
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  Should Simplifi show a category line in report where all transactions are excluded?

  Closed DryHeat 45 views 3 comments 0 points Most recent by SRC54 November 2025Using Reports
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  Reports: Omit All "Zero" Category Lines When Transactions Are Excluded (edited)

  Active DryHeat 18 views 0 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Spending Report Graph missing in at least some cases

  Closed RobWilk 72 views 5 comments 0 points Most recent by Coach Jon November 2025Troubleshooting
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  Ability to run Reports by Subcategory (edited)

  Active Gerry C 1.7K views 51 comments 108 points Most recent by taque November 2025Feature Requests
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 117 views 5 comments 5 points Most recent by bethimusprime November 2025Feature Requests
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  Add a scroll bar to the top of the Income & Expense Report (edited)

  Active nrp06 124 views 8 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph

  Closed RobWilk 118 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  Add Tax Form 4684

  Active gpolkga 10 views 0 comments 2 points Most recent by gpolkga November 2025Feature Requests
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  Portfolio Report

  Closed Adanac 46 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 391 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests