Reports

Discussion List

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  Generate personal tax forms in Business & Personal (edited)

  Closed tdpmd 33 views 1 comment 1 point Most recent by Coach Natalie January 29Business Reports
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  Generate Form 8829 in Taxes Report (edited)

  Closed tdpmd 12 views 1 comment 1 point Most recent by Coach Natalie January 29Business Reports
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  Tax Line Items

  Answered ✓ Closed RobWilk 12 views 1 comment 0 points Most recent by Coach Natalie January 28Feedback
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  Balance Sheet report change date

  Closed dioni0894 28 views 1 comment 0 points Most recent by Coach Kristina January 26Business Reports
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  Why is Simplify adding my expenses to my Income for Net Income

  Answered ✓ Closed N4KHQ 91 views 14 comments 0 points Most recent by N4KHQ January 17Report a Bug
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  No ability to create a rule on the reports spending tab

  Closed andyqq99 25 views 3 comments 0 points Most recent by Coach Natalie January 16Feedback
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  Customizing Budget Reports & General Category Transaction Format-Mac

  Closed Jmk1 28 views 1 comment 0 points Most recent by Coach Natalie January 13Feedback
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  Percentages, Choice of Graph

  Closed Sam47889 12 views 1 comment 1 point Most recent by Coach Kristina January 12Feedback
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  Merged: Debt report

  Closed John Dressel 1 view 0 comments 1 point Started by John Dressel January 11 Feature Requests
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  Ability to run Reports by Flag color (edited)

  Active floridagal 42 views 1 comment 6 points Most recent by juli7 January 11Feature Requests
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  Future Net Worth - Allow an end date in the future on the Net Worth Report

  Active Jeannette 13 views 0 comments 1 point Started by Jeannette January 7 Feature Requests
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  Forecast Spending Plan Categories and the Grand Totals [Edited]

  Closed Soup 23 views 1 comment 1 point Most recent by Coach Natalie January 6Feedback
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  "Last Year" report quick filters stuck on 2023

  Closed Wedo778 16 views 3 comments 0 points Most recent by Wedo778 January 2Report a Bug
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  Save report date range (edited)

  Closed TommyS 31 views 1 comment 0 points Most recent by Coach Natalie December 2024Using Reports
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  Display numerical values in "Over Time" Reports on Web without having to hover (edited)

  Active pkp 42 views 3 comments 4 points Most recent by RobWilk December 2024Feature Requests
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  Columns still don't "stick" in reports.

  Closed RobWilk 21 views 1 comment 1 point Most recent by Coach Natalie December 2024Feedback
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  Add an Assets/Liabilities Net Worth Chart (edited)

  Active David P 221 views 11 comments 16 points Most recent by SkiFreeYetiii December 2024Feature Requests
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  Merged: Spending report that allows comparison of categories for current year vs previous year

  Closed Odin700 21 views 0 comments 1 point Most recent by RobWilk December 2024Feature Requests
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  Bar graph default view in reports

  Closed BadgerHat 14 views 1 comment 0 points Most recent by RobWilk December 2024Using Reports
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  Merged: Printing a report is a MUST

  Closed Photoipster 1 view 0 comments 1 point Started by Photoipster December 2024 Feature Requests
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  Net Worth Report Missing "Education" Category

  Closed budgetj75 25 views 4 comments 0 points Most recent by budgetj75 December 2024Report a Bug
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  Third level category not rolling up properly in Reports (edited)

  Closed RickS 157 views 22 comments 2 points Most recent by Jenny T December 2024Report a Bug
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  Reports - Rollup third level category to second level and then top level

  Active RickS 32 views 1 comment 6 points Most recent by DannyB December 2024Feature Requests
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  529 Plan Account Type Not Included in Net Worth Report (edited)

  Closed Snipes 132 views 11 comments 1 point Most recent by Coach Natalie December 2024Report a Bug
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  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 63 views 3 comments 9 points Most recent by SRC54 December 2024Feature Requests
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  Spending Report by Number of Spending Transactions per Month w/ Average

  Active RobWilk 13 views 3 comments 1 point Most recent by UrsulaA November 2024Feature Requests
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  Categories with parentheses in the name showing amount of "$[object Object]"/$NaN (edited)

  Closed Kseniya 125 views 21 comments 0 points Most recent by Coach Jon November 2024Report a Bug