Reports

Discussion List

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  5

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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 83 views 5 comments 5 points Most recent by bethimusprime November 2025Feature Requests
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  1

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  Add a scroll bar to the top of the Income & Expense Report (edited)

  nrp06 84 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 93 views 7 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
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  2

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  Add Tax Form 4684

  Active gpolkga 4 views 0 comments 2 points Most recent by gpolkga November 2025Feature Requests
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  Portfolio Report

  Closed Adanac 36 views 2 comments 0 points Most recent by Coach Natalie November 2025Using Reports
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  13

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  Add a Report for Recurring Transactions, or the ability to download them (edited)

  Active 5472sss 322 views 15 comments 13 points Most recent by Coach Natalie October 2025Feature Requests
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  Expanding "Everything Else" by including more categories in first view for Spending Report graphs

  Closed tom_casey 61 views 1 comment 0 points Most recent by Coach Kristina October 2025Feedback
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  Help with counting transfers as income (edited)

  Closed z1r 283 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income
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  Income & Expense Report: Share your feedback here!

  Closed Coach Natalie 3.5K views 143 comments 0 points Most recent by Coach Natalie October 2025Feedback
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  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 399 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Year over year Monthly Reports

  Closed DCDaveC 13 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback
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  Persistent Filters Not Working on Mobile App (edited)

  Closed HappyNorml 66 views 3 comments 3 points Most recent by Coach Natalie October 2025Troubleshooting
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  Using "Reset report" does not stick (edited)

  Closed Dick_Davis 109 views 16 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  4
  Mobile App: Add income and expense columns to the Net Income by Month Report (edited)

  Obsolete Closed enigmaaaaa 52 views 1 comment 4 points Most recent by Coach Natalie October 2025Feature Requests
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  How do I Report on Interest Earned in a Fidelity Brokerage Account

  Closed RiversideKid 651 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 11 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  New Feature Alert: Income & Expense Report!

  Closed Coach Natalie 689 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 61 views 4 comments 0 points Most recent by TK_25 September 2025Business Reports
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  3

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  Ability to exclude 'pending' transactions from Reports & Dashboard (edited)

  Active pkp 394 views 11 comments 3 points Most recent by MilDocJr September 2025Feature Requests
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  6

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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 99 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 129 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 277 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 317 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 2 views 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 379 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 15 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 150 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 8 views 1 comment 0 points Most recent by Coach Natalie September 2025Report a Bug
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 26 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 117 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests