Reports

Discussion List

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  Using "Reset report" does not stick (edited)

  Closed Dick_Davis 81 views 16 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 51 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Report of Current Monthly Spending Compared to Average Over Time (edited)

  Active cobra1316 619 views 24 comments 49 points Most recent by Andor September 2025Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 600 views 32 comments 0 points Most recent by SRC54 September 2025Using Reports
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  not to include certain account on report, or hide

  Closed Texas Sun 13 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 674 views 2 comments 2 points Most recent by Coach Natalie September 2025Updates From the Product Team
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  Profit and Loss graph - why are some months negative and others positive? (edited)

  Answered ✓ Closed TK_25 47 views 4 comments 0 points Most recent by TK_25 September 2025Business Reports
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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 360 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 95 views 4 comments 6 points Most recent by DJones September 2025Feature Requests
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  Transactions Missing From Income & Expense Report (edited)

  Closed Dick_Davis 118 views 6 comments 0 points Most recent by Dick_Davis September 2025Using Reports
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  Simplifi (Web): Move Income Transactions from "Everything Else"

  Closed BlueGrits 266 views 18 comments 0 points Most recent by RobWilk September 2025Using Reports
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  Exporting transactions from reports is missing the parent category for splits (edited)

  Closed PK Millen 273 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Add percentages to Pie Charts in Reports

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

  Closed Coach Natalie 331 views 24 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 13 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  "net income" report is missing (edited)

  Closed JUST CHECKING 126 views 10 comments 2 points Most recent by Coach Natalie September 2025Using Reports
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  Net Income by Month - graph vertical axis

  Closed ab-maryland 3 views 1 comment 0 points Most recent by Coach Natalie September 2025Report a Bug
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  Add daily detail to net income report

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

  Obsolete Closed jsy42 113 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 424 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 28 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 11 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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  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 259 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 39 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 224 views 4 comments 0 points Most recent by DannyB August 2025Using Reports