Overview
Having the ability to review your finances over time is a great way to understand your spending habits and make plans for the future. Quicken Simplifi makes this easy.
In the Reports section, you can review spending and income by payee, category, or tag, as well as access your Monthly Summary and track refunds.
How to Access Reports
To access the Reports section, select Reports from the left panel:
Using Filters
In each report, you can select what type of historical information to review and sort it using various filtering options.
With the Breakdown filter, you can break down select reports by payee, category, tag, or not at all. Using the Date Range menu, you can set the date range for the report. You can refine your data even further using the Filters menu.
Note: If filters are applied to reports, they persist across sessions and devices. This applies to each report to display the most meaningful data.
View Subcategories in the Spending Report
You can filter the Spending report by Category to view Subcategories. To do so, navigate to the Spending report, set the Breakdown menu to 'By Category', and then select the Filters menu.
Next, from the Categories tab in the Filters menu, expand the primary Category options by clicking the arrow to the left of the Category. Afterwards, select the Subcategories to include in your Report. Click Apply once done.
Note: If multiple subcategories were selected when filtering, you can click the primary category from the graph to see a breakdown of each subcategory.
Types of Reports
Quicken Simplifi offers a variety of reports, including:
Spending Report
With the Spending report, you can track where your money is going. You can break down your spending even further with the filter options.
Income Report
The Income report displays the different sources of your income.
Income & Expense Report
The Income & Expense report provides a detailed view of your finances by comparing income and expenses.
Savings Report
The Savings report shows how your savings account balances change over time.
Net Worth Report
The Net Worth report displays your net worth over time based on historical account balances.
Monthly Summary
The Monthly Summary report displays your finances from the previous month. You can view your Top Categories and Payees for the month, as well as compare your total expenses and income. You can also see the progress made towards Goals.
Taxes
The Taxes report provides a detailed breakdown of your income and deductible expenses throughout the year. You can export the Tax Report as a .CSV, .PDF, or Excel file for record keeping and analysis, or as a .TXF or .TXJ file for use in tax programs.
Tax Reports are based on the categories assigned to transactions. If you notice any discrepancies in the tax reporting, review all transactions and their corresponding categories. If you click on an item in the Tax report (like Income), it will show all transactions listed as that category (Income) within the report.
Note: The totals in the Taxes report appear to the right of each name or category, and can be expanded or collapsed using the arrow to the left.
Print and Export Reports
You can print and export any report in Quicken Simplifi.
To learn how, follow these steps:
Hover over the left panel.
Click Reports.
Turn the Try new reports (BETA) toggle in the upper-right corner to show the print and export options.
From the top of the screen, select the report you want.
Printing a report:Click the Printer icon.
Select your printer.
Or click Print using system dialog.
Exporting a report:Click the downward arrow to export to .CSV or .PDF.
For the Taxes report, you can also export to .txf and .txj for use with tax software such as TurboTax.
Note: The Quicken Simplifi mobile app does not support printing or exporting at this time; please use the web app to print reports.
Frequently Asked Questions
Find the answers to frequently asked questions for this topic!
Can I save report filters and parameters for later use?
Can I save report filters and parameters for later use?
Currently, Quicken Simplifi does not support saving multiple filters and report settings for later use. Reports automatically open with the filter settings last applied.
Report parameters enable different breakdowns by category, payee, tag, and a specific date range, in addition to filters that allow different accounts, flags, Bills & Subscriptions, and transactions.
Why doesn't the Net Worth report show all my data?
Why doesn't the Net Worth report show all my data?
The Net Worth report is designed to start tracking balances from the day you add your accounts to Quicken Simplifi, rather than from the date of your first transaction.
If you would like to see this changed, please add your vote and feedback here.
How do I exclude transactions from my reports?
How do I exclude transactions from my reports?
Excluding transactions from reports is simple. You can exclude a transaction directly in the report or when editing the transaction.
When a transaction is excluded from reports, you'll still see the transaction in the Transaction Activity of the report; however, it will not be included in the calculations.
How do I exclude an account from my reports?
How do I exclude an account from my reports?
You can easily exclude an entire account from reports. Doing so will also exclude the account from Watchlists.
How are credit card payments and transfers handled in my reports?
How are credit card payments and transfers handled in my reports?
Transactions with a 'Transfer' category, including 'Credit Card Payment', will always be excluded from reports, even if you select to include them.
What is the "Everything Else" section in the Spending report?
What is the "Everything Else" section in the Spending report?
The Spending report displays your top eight categories. All other categories appear in the Everything Else section, which you can click to view details.
Can I add a 'notes' section to exportable CSV files?
Can I add a 'notes' section to exportable CSV files?
The Transaction Activity report allows you to export notes to a .CSV file. To ensure notes are included, add the ‘Notes’ column to the report before printing.
If you're looking for the steps specific to the mobile app, please see our article on Using Reports on the Mobile App.
If you have any questions or need help with the reports in Quicken Simplifi, please don't hesitate to reach out to our support team!