Reports

Discussion List

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  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
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 23 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  Pie vs Bar chart reports

  Closed CleoZ 12 views 2 comments 0 points Most recent by CleoZ September 2025Troubleshooting
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  print reports in Simplifi?

  Closed Leopoldcondo 22 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  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
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  1

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  Add a Liquid Cash Flow Report (edited)

  BlueGrits 41 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 227 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
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  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 22 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  Credit cards not showing in the Spending Report (edited)

  Answered ✓ Closed neon45 193 views 4 comments 0 points Most recent by DannyB August 2025Using Reports
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  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 93 views 10 comments 0 points Most recent by buttersh August 2025Troubleshooting
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  Net worth report not matching All accounts net worth

  Closed EMAW_fan 124 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
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  Actual vs Budget Report (edited)

  Closed MFT 85 views 6 comments 0 points Most recent by SRC54 August 2025Using Reports
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  "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

  Closed simplira 122 views 11 comments 0 points Most recent by Coach Jon August 2025Investments
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  How to find my average monthly spend among my categories?

  Closed arknemsis 66 views 1 comment 0 points Most recent by Max1223 August 2025Using Reports
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  No Tag Filter (edited)

  Closed ronlm 13 views 1 comment 0 points Most recent by Coach Natalie August 2025Feedback
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  New Feature Alert: Print or Export Reports!

  Closed Coach Natalie 541 views 0 comments 3 points Most recent by Coach Natalie August 2025Updates From the Product Team
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  2

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  Year-End Report Notation Log (edited)

  Michael23 11 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  Why do the date filters for Last 3 months and Last 6 months return values to date?

  Closed Super D 172 views 14 comments 0 points Most recent by Jm1295 August 2025Feedback
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  5

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  Recent 12 Months - Make this a full 365 days (edited)

  Active Jm1295 42 views 2 comments 5 points Most recent by Jm1295 August 2025Feature Requests
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  1
  Add a horizontal scroll bar to Reports (edited)

  Already Offered Closed Kseniya 12 views 1 comment 1 point Most recent by Coach Natalie July 2025Feature Requests
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  Things to fix or add about reports

  Closed Karin C 33 views 3 comments 1 point Most recent by Coach Kristina July 2025Feedback
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  Merged: Reports, Income & Expense – Need Slider Bar Below

  Closed Dick_Davis 31 views 0 comments 0 points Most recent by ChefKeith July 2025Using Reports
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  4

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  Mobile App: Ability to sort and filter the Transaction Activity in Reports (edited)

  Active LakGoy 22 views 1 comment 4 points Most recent by Max1223 July 2025Feature Requests
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  Reports tied to Spending Plan

  Closed SethW 23 views 2 comments 1 point Most recent by DryHeat July 2025Using Reports
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  Reports by Category totaling with transaction amount not category amount?

  Closed Tom G 13 views 1 comment 0 points Most recent by Coach Jon July 2025Using Reports
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  "No Data Available" in the Net Worth report for Mobile (edited)

  Closed rjg5060 41 views 7 comments 0 points Most recent by rjg5060 July 2025Report a Bug
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  Workaround for Printing Reports

  Closed Dmenk60 23 views 1 comment 0 points Most recent by Coach Jon July 2025Using Reports
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  Report data display panel is always too tall to fit entirely on screen

  Closed DryHeat 101 views 15 comments 0 points Most recent by Coach Jon July 2025Report a Bug for Quicken Business & Personal