Reports

Discussion List

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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 16 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 62 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 475 views 3 comments 1 point Most recent by Charles Collins February 2025Using Reports
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  Thanks for the TAX report

  Closed RobWilk 75 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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  New Feature Alert: Tax Line Items & Taxes Report!

  Closed Coach Natalie 21.6K 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 24 views 2 comments 0 points Most recent by Coach Natalie February 2025Feedback
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  Reporting

  Closed mjjdad 103 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
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  Quicken Lifetime Overview -- inflation source?

  Answered ✓ Closed KSQuick 22 views 1 comment 0 points Most recent by RobWilk January 2025Using Reports
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  Swiping down when scrolling filters->accounts undesirably exits list (edited)

  Closed RobWilk 198 views 14 comments 0 points Most recent by RobWilk January 2025Report a Bug
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  Table Style Reports in Simplifi

  Closed jtb36 63 views 4 comments 0 points Most recent by Coach Jon January 2025Feedback
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  Generate personal tax forms in Business & Personal (edited)

  Closed tdpmd 37 views 1 comment 1 point Most recent by Coach Natalie January 2025Business Reports
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  Generate Form 8829 in Taxes Report (edited)

  Closed tdpmd 13 views 1 comment 1 point Most recent by Coach Natalie January 2025Business Reports
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  Tax Line Items

  Answered ✓ Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie January 2025Feedback
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  Balance Sheet report change date

  Closed dioni0894 74 views 1 comment 1 point Most recent by Coach Kristina January 2025Business Reports
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  Why is Simplify adding my expenses to my Income for Net Income

  Answered ✓ Closed N4KHQ 107 views 14 comments 0 points Most recent by N4KHQ January 2025Report a Bug
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  No ability to create a rule on the reports spending tab

  Closed andyqq99 22 views 3 comments 0 points Most recent by Coach Natalie January 2025Feedback
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  Customizing Budget Reports & General Category Transaction Format-Mac

  Closed Jmk1 23 views 1 comment 0 points Most recent by Coach Natalie January 2025Feedback
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  Percentages, Choice of Graph

  Closed Sam47889 11 views 1 comment 1 point Most recent by Coach Kristina January 2025Feedback
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  Merged: Debt report

  Closed John Dressel 1 view 0 comments 1 point Started by John Dressel January 2025 Feature Requests
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  Ability to run Reports by Flag color (edited)

  Active floridagal 44 views 1 comment 6 points Most recent by juli7 January 2025Feature Requests
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  Future Net Worth - Allow an end date in the future on the Net Worth Report

  Active Jeannette 11 views 0 comments 1 point Started by Jeannette January 2025 Feature Requests
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  Forecast Spending Plan Categories and the Grand Totals [Edited]

  Closed Soup 21 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
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  "Last Year" report quick filters stuck on 2023

  Closed Wedo778 11 views 3 comments 0 points Most recent by Wedo778 January 2025Report a Bug