Discussion List

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  Report Breakdown by Sub-Category

  Closed Travis H 71 views 1 comment 6 points Most recent by UrsulaA February 2024Feedback
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  Recurring Bill Series: Updating Series not Updating Individual Transactions

  Answered ✓ Closed bdjekel 113 views 3 comments 0 points Most recent by bdjekel February 2024Troubleshooting
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  Decimal places in net income by month report

  RobWilk 51 views 5 comments 0 points Most recent by Coach Natalie February 2024Report a Bug
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  Merged: Reports: Snakey Diagram

  JR35683 11 views 0 comments 1 point Started by JR35683 February 2024 Feature Requests
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  Net Worth Report: Add sort feature to sort Debt by high to low

  Active jaiv 31 views 1 comment 1 point Most recent by Coach Natalie February 2024Feature Requests
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  Merged: Reports Page - Customize Columns

  ljohnsontd 1 view 0 comments 1 point Started by ljohnsontd February 2024 Feature Requests
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  Spending Report Transactions (some) Not Showing up

  Closed swiederin 31 views 3 comments 0 points Most recent by UrsulaA February 2024Troubleshooting
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  Support for Interactive Brokers and easier exclusion on reports

  Closed bonehead00 92 views 2 comments 1 point Most recent by UrsulaA February 2024Feedback
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  A cash flow comparison report would be very useful (edited)

  Closed Flyfisher 21 views 2 comments 0 points Most recent by Flyfisher February 2024Feedback
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  Historical Balance Import not working for loans

  Closed UrsulaA 112 views 6 comments 1 point Most recent by Coach Natalie February 2024Report a Bug
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  Simplifi came in Handy when doing Taxes tonight

  Closed RobWilk 64 views 1 comment 8 points Most recent by ajbopp February 2024Share your Success!
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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 51 views 2 comments 7 points Most recent by Tim23 February 2024Feature Requests
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  Excluding accounts from net worth

  Closed Icabica 82 views 1 comment 0 points Most recent by UrsulaA February 2024Using Reports
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  Clicking on a month from the 'Spending' Dashboard card should open the Report to that month (edited)

  Closed RockLee 151 views 12 comments 7 points Most recent by UrsulaA February 2024Report a Bug
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  Merged: Save Custom Reports

  brad_bell 1 view 0 comments 1 point Started by brad_bell February 2024 Feature Requests
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  Add Breakdown by Savings Goal

  Closed Evessia 31 views 1 comment 1 point Most recent by Coach Natalie February 2024Feedback
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  reports are all incorrect

  Closed laura k 31 views 4 comments 0 points Most recent by laura k February 2024Report a Bug
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  Include number of transactions in Spending Report (on screen and/or tooltip)

  Active tkdennis 21 views 1 comment 2 points Most recent by UrsulaA February 2024Feature Requests
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  Integrate a Credit Card Billing System into Reports (edited)

  Active kgladstone 21 views 0 comments 2 points Started by kgladstone February 2024 Feature Requests
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  Mobile app: Show me what I've filtered on in reports

  Active ajbopp 21 views 0 comments 3 points Started by ajbopp February 2024 Feature Requests
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  Merged: Add selectable column in report transactions, same as the transactions page

  BigMan77 11 views 0 comments 1 point Started by BigMan77 February 2024 Feature Requests
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  Spending Plan - Budgeted vs Final Actual Spent

  Closed PM009 201 views 3 comments 0 points Most recent by Coach Natalie February 2024Using the Spending Plan
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  Net Income graph should always start at zero

  Closed bjubes 21 views 1 comment 0 points Most recent by ajbopp February 2024Using Reports
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  Simplifi helped with Tax Season

  Closed UrsulaA 43 views 2 comments 2 points Most recent by DannyB January 2024Share your Success!
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  Meta Report

  Active ajbopp 21 views 2 comments 3 points Most recent by UrsulaA January 2024Feature Requests
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  Monthly Summary Wrong Top Payee & Top Category vs Reports

  Closed zeroskatr512 21 views 2 comments 0 points Most recent by zeroskatr512 January 2024Using Reports
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  Is there a way to include unchecked "Exclude from Spending Plan" items in the net income report?

  Answered ✓ Closed lklopp 51 views 3 comments 0 points Most recent by lklopp January 2024Investments
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  Add a Report for Transfers (edited)

  Active ajbopp 92 views 6 comments 4 points Most recent by UrsulaA January 2024Feature Requests
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  Cannot "un-exclude" greyed-out transactions that are being ignored in reports

  Answered ✓ Closed stuarto 112 views 2 comments 0 points Most recent by stuarto January 2024Using Reports
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  Merged: Reporting biggest flaw is unable to bookmark

  RBSimplify 1 view 0 comments 1 point Started by RBSimplify January 2024 Feature Requests