Reports

Discussion List

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  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  Closed bcrossman 114 views 4 comments 0 points Most recent by bcrossman April 2025Using Reports
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  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
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  Why are Schedule D transactions not included in Personal tax report?

  Answered ✓ Closed DryHeat 24 views 2 comments 0 points Most recent by DryHeat March 2025Troubleshooting
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  Remember Report Settings [Edited]

  Closed JAW 11 views 1 comment 1 point Most recent by Coach Jon March 2025Feedback
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  Net Worth Report

  Answered ✓ Closed Adanac 143 views 12 comments 0 points Most recent by Adanac March 2025Using Reports
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  QBP: Make business "Usage" selector position consistent across all report screens

  Active DryHeat 5 views 0 comments 1 point Started by DryHeat March 2025 Feature Requests
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  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
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  Taxes Report is missing data for certain date ranges (edited)

  Closed fcb 907 views 116 comments 0 points Most recent by Coach Jon March 2025Troubleshooting
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  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
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  Weekly Tracking for Watchlists, Spending Plan, Reports (edited)

  Active paleosteve 211 views 6 comments 16 points Most recent by drjdub55 March 2025Feature Requests
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  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
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  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
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  Date Range frustration

  Closed mdbnj 38 views 4 comments 1 point Most recent by SRC54 March 2025Feedback
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  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
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  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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  Need the ability to print reports (edited)

  Closed GrandmaSherry 11 views 1 comment 1 point Most recent by Coach Jon February 2025Feedback
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  In Reports, toggle of Show/Hide Graph is reversed in certain condition.

  Closed JNMCEWEN55 11 views 2 comments 0 points Most recent by JNMCEWEN55 February 2025Report a Bug
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 61 views 6 comments 0 points Most recent by Coach Natalie February 2025Using Reports
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  how to print full reports in Simplifi

  Closed trtrlik 429 views 3 comments 1 point Most recent by Charles Collins February 2025Using Reports
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  Thanks for the TAX report

  Closed RobWilk 66 views 3 comments 3 points Most recent by DannyB February 2025Feedback
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  Merged: Enhance net worth report visibility

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 2025 Feature Requests
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  Merged: New Tax Reporting feature not quite working

  Closed Max1223 1 view 0 comments 0 points Started by Max1223 February 2025 Feedback
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  Color-coding categories in Reports

  Active snowboardsurfer 51 views 4 comments 4 points Most recent by mmmartian February 2025Feature Requests
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  New Feature Alert: Tax Line Items & Taxes Report!

  Closed Coach Natalie 21.5K views 0 comments 10 points Started by Coach Natalie February 2025 Updates From the Product Team
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  Improvements to Transfers: Assign categories and have them show up in reports [Edited]

  Closed squirrelbeforesunset 22 views 2 comments 0 points Most recent by Coach Natalie February 2025Feedback
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  Reporting

  Closed mjjdad 102 views 4 comments 0 points Most recent by Coach Kristina February 2025Business Reports
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  "Report" Date for Transactions (Accrual Based Accounting)

  Active gwonky 31 views 0 comments 5 points Started by gwonky February 2025 Feature Requests
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  % on spending--------Net Worth Goals

  Closed Sam47889 11 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback