Reports

Discussion List

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  3

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

  Active pkp 478 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 123 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 155 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 343 views 18 comments 0 points Most recent by RobWilk September 2025Using Reports
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  Add percentages to Pie Charts in Reports

  Closed TeamComeaux 5 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 18 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 191 views 10 comments 2 points Most recent by Coach Natalie September 2025Using Reports
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 27 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 118 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 546 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  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 26 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  Pie vs Bar chart reports

  Closed CleoZ 17 views 2 comments 0 points Most recent by CleoZ September 2025Troubleshooting
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  print reports in Simplifi?

  Closed Leopoldcondo 41 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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  1

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  Add a Liquid Cash Flow Report (edited)

  Active BlueGrits 47 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 463 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 54 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 323 views 4 comments 0 points Most recent by DannyB August 2025Using Reports
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  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 176 views 10 comments 0 points Most recent by buttersh August 2025Troubleshooting
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  Net worth report not matching All accounts net worth

  Closed EMAW_fan 183 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
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  Actual vs Budget Report (edited)

  Closed MFT 208 views 6 comments 0 points Most recent by SRC54 August 2025Using Reports
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  "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

  Closed simplira 185 views 11 comments 0 points Most recent by Coach Jon August 2025Investments
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  How to find my average monthly spend among my categories?

  Closed arknemsis 132 views 1 comment 0 points Most recent by Max1223 August 2025Using Reports