Discussion List

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  Spending report by GROUP selection

  Closed Hover2mach 41 views 4 comments 1 point Most recent by Hover2mach March 2024Feedback
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  Printing tax reports on Simplifi

  Answered ✓ Closed Moneyjuggler 128 views 2 comments 0 points Most recent by Moneyjuggler March 2024Feedback
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  budget (spending plan) to actual dollars spent - how to run a report

  Closed Read 44 views 1 comment 0 points Most recent by Coach Jon March 2024Using Reports
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  Needs to show subcategories names in the Spent report

  Closed Stella 31 views 3 comments 0 points Most recent by DannyB March 2024Feedback
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  Merged: Comparative Reports

  Ivan 1 view 0 comments -1 point Started by Ivan March 2024 Feature Requests
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  Income and Expense Reports (edited)

  Closed wolgies6 124 views 1 comment 1 point Most recent by UrsulaA March 2024Using Reports
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  Share your feedback regarding the Net Worth Report here!

  Closed Coach Natalie 1.7K views 58 comments 3 points Most recent by Coach Natalie March 2024Feedback
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  Expand Reports Features/Stats

  Closed MishaM 31 views 1 comment 1 point Most recent by UrsulaA March 2024Feedback
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  Make "Not excluded in reports" filter ON by default

  Answered ✓ Closed Manuel Jasso 83 views 1 comment 1 point Most recent by Coach Jon March 2024Feedback
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  Show reports in summarized table format

  Closed Micha9 33 views 1 comment 1 point Most recent by Coach Jon March 2024Feedback
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  Issue with Reports older than 5 years (edited)

  Closed Bgz 272 views 19 comments 0 points Most recent by Bgz March 2024Using Reports
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  Importing Historical Balance for a Brokerage Account actually purges all existing history

  Closed David Yao 182 views 16 comments 1 point Most recent by Coach Jon March 2024Report a Bug
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  Investment Report

  Closed DOhalloran 41 views 1 comment 1 point Most recent by Coach Natalie March 2024Feedback
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  Reports for Taxes (edited)

  Closed Benny Banken 260 views 3 comments 0 points Most recent by Coach Jon March 2024Using Reports
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  3

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  Don't apply Transactional Data Limits to Reports and other features (edited)

  Active thaJack 21 views 0 comments 3 points Started by thaJack March 2024 Feature Requests
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  Ability to drill down each section of the Credit Score feature (edited)

  Active UrsulaA 41 views 4 comments 3 points Most recent by UrsulaA March 2024Feature Requests
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  Savings filters

  Closed rdenove 31 views 1 comment 0 points Most recent by UrsulaA March 2024Using Reports
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  Savings Report by Account Breakdown: Linked Account Balances show $object object

  Closed UrsulaA 111 views 7 comments 0 points Most recent by UrsulaA March 2024Report a Bug
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  Dashboard and Top Spending Categories don't match

  Closed Max1223 31 views 6 comments 0 points Most recent by UrsulaA March 2024Troubleshooting
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  Transfer Series Exclusion Discrepancy

  Answered ✓ Closed suL33T 61 views 5 comments 0 points Most recent by suL33T March 2024Report a Bug
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  Merged: Monthly Summary History

  brad08 1 view 0 comments 3 points Started by brad08 March 2024 Feature Requests
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  Is the starting value of Net Worth graph always 0?

  Closed kollock 21 views 1 comment 0 points Most recent by DannyB March 2024Feedback
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  Net Worth Upload Successful

  Closed UrsulaA 638 views 22 comments 1 point Most recent by Kevin M March 2024Share your Success!
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  Merged: Add Notes column to transactions in the Reports section

  James-0401 11 views 0 comments 1 point Started by James-0401 March 2024 Feature Requests
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  Am I Alone?

  Closed GP123 31 views 2 comments 0 points Most recent by Coach Jon March 2024Feedback
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  Mobile app, total spending, "Everything else"

  Closed RobWilk 51 views 8 comments 1 point Most recent by UrsulaA February 2024Report a Bug
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  Merged: Ability to apply custom title/label/name in front-end UI to colored flags

  aolafsson 1 view 0 comments 3 points Started by aolafsson February 2024 Feature Requests
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  Any update on transaction splits not appearing in reports according to their split categories?

  Answered ✓ Closed RKM 52 views 2 comments 0 points Most recent by RKM February 2024Using Reports
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  Filters for Reports

  Answered ✓ Closed GP123 21 views 1 comment 0 points Most recent by Coach Kristina February 2024Using Reports
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  Ability to run Reports by both Payee and Category (edited)

  Active mattklein123 82 views 3 comments 4 points Most recent by Travis H February 2024Feature Requests