Overview
Reviewing your finances over time is a powerful way to understand your spending habits and plan for the future—and Quicken Simplifi makes it easy.
In the Reports section, you can explore where your money is going, compare your spending to your income, track how your savings grow over time, and monitor changes in your net worth. You’ll also see a monthly snapshot of your top payees and categories, along with your net income for the month.
Accessing Reports
To access the Reports section, hover over the panel on the left and click Reports. This opens a consolidated dashboard view that includes:
A tile for each available report type, such as Spending, Income, Net Worth, and more
Tabs across the top for recently accessed reports, with an X to close each one
A Home tab that can’t be removed and returns you to the main dashboard
A panel on the right displaying your saved reports
Types of Reports
The following reports are currently available in Quicken Simplifi:
Spending: Helps you understand where your money is going by breaking down expenses by category, tag, account, or payee. This report is useful for identifying spending patterns and spotting areas where you may want to adjust your budget.
Spending Summary: Provides a high-level overview of your spending by summarizing expenses across categories over time. This report is useful for quickly spotting overall spending trends and identifying where most of your money is going.
Income: Displays your income from all sources, giving you a clear view of how much money is coming in over a selected time period. You can use this report to track paychecks, deposits, and other income streams.
Income Summary: Provides a high-level overview of your income over time by summarizing earnings and deposits across categories, tags, payees, or accounts. This report is useful for quickly spotting income trends and seeing where your money is coming from.
Income & Expense: Provides a side-by-side comparison of your total income and total spending. This report helps you quickly evaluate whether you are spending within your means and how your cash flow changes over time.
Net Worth: Shows how your net worth changes over time based on your account balances. This includes assets and liabilities, giving you a long-term view of your overall financial health.
Taxes: Provides a detailed breakdown of income and potentially tax-deductible expenses throughout the year. You can export the Taxes report for record keeping and analysis, or for use in tax preparation software.
This report is driven by the categories assigned to your transactions. If you notice any discrepancies, review the assigned categories to ensure they are correct.
Savings: Shows how your savings account balances change over time, helping you track progress toward financial goals and monitor how your cash reserves grow or fluctuate.
Monthly Summary: Provides a high-level overview of your finances for the previous month. It includes your top spending categories and payees, compares total income and expenses, and highlights progress toward savings goals.
Note: If you are using Quicken Business & Personal and are looking for business-specific reports, please see our article here.
Filtering and View Options
Each report in Quicken Simplifi (except Monthly Summary) includes breakdown and/or filtering options to help you focus on the data that matters most. Some reports also offer multiple view options for different ways of analyzing your finances.
Report Breakdown & Views
For example, the Spending and Income reports can be broken down by category, account, tag, or payee, and include both Summary and Transaction views so you can switch between high-level insights and detailed data. The Income & Expense report offers additional display options, such as time period and account views, for more flexible analysis. The Net Worth report includes interval options that let you view changes in your net worth in the way that’s most meaningful to you.
Display Customization Options
Most reports also include display customization options to improve readability. These may include the ability to show expenses as negative values, hide cents, adjust row height, or enable alternating row colors for easier scanning.
Date Range & Filters
You can adjust the date range for any report by using the date range filter at the top of the page. Additional filters can be applied by selecting the Filters button at the top of each report to refine results by criteria such as account, category, tag, or payee.
Transaction View Customization
Within the Transaction Activity sections of reports, you can further customize the data displayed. To access this view, click into a payee, category, or similar item to open the underlying transactions. From there, you can select the gear icon in the upper-right corner to add or remove columns. You can also hover over column headers to access additional options, such as adjusting column width, pinning columns, or applying filters.
Graph View Options
Some reports include graph view options, such as switching between pie and bar charts. You can also collapse the graph in any report that includes one.
Persistent Customizations
Any customizations you make to views, filters, or columns are automatically saved for each report. These settings persist across sessions and platforms, so your customized view will remain in place the next time you open the report, whether on web or mobile. If you want to revert to the original setup, you can select Reset report at the top of the page to restore the default view.
Note: Not all reports offer the same breakdown, view, date range, or filter options. If a specific option isn’t available, it’s because that report doesn’t support it. The Monthly Summary report does not include any customization or filtering options.
Saving Reports
You can save reports in Quicken Simplifi to quickly access them later with your preferred settings and filters.
Saving a Report
To save a report, click the Save button in the upper-right corner of the report. Once saved, the report will appear in the Saved Reports panel on the right side of the Reports page. From there, you can open and modify any saved report at any time.
Updating or Undoing Changes
If you make changes to a saved report, you’ll have the option to either update the existing report or save it as a new report. You can also use Undo changes at the top of the report to revert to the last saved version.
Recently Accessed Reports
In addition to saved reports, you can easily revisit recently accessed reports from the tabs across the top of the Reports area. Saved reports are identified by a bookmark icon next to the report name, and reports with unsaved changes display an orange dot indicator. To close a report tab, hover over the tab and click the X.
Printing and Exporting Reports
You can print and export reports in Quicken Simplifi to save them for later use or share them with others.
Note: Printing and exporting are only available on the Quicken Simplifi Web App.
Print a Report
To print a report, click the three dots in the upper-right corner of the report, then select Print.
Export a Report
You can export reports as PDF or CSV files. The Taxes report also supports exporting in TXF and TXJ formats for use with tax preparation software. To export a report, click the three dots in the upper-right corner of the report, select Export, and then choose your preferred format.
Note: The Monthly Summary report cannot be printed or exported.
Frequently Asked Questions
Find the answers to frequently asked questions for this topic!
Can I break reports down by subcategory?
Can I break reports down by subcategory?
No. Reports do not currently provide a dedicated Subcategory breakdown view. However, you can apply filters to narrow results, then click into the parent category to view the underlying transactions by subcategory and see their totals.
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. To correct this, you can import the account balance history!
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.
Once excluded, the transaction will be hidden from reports by default. To view the transaction, enable Show excluded transactions. Even when shown, excluded transactions will not count toward the report totals.
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?
To learn more about using transfers in reports, click here!
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 11 categories in the graph, along with an Everything else category. Click Everything else or Show all categories to view all categories for the selected date range.
Can I add a 'notes' section to exportable CSV files?
Can I add a 'notes' section to exportable CSV files?
The Transaction Activity areas of reports allow you to export notes to a CSV file. To ensure notes are included, add the ‘Notes’ column to the report before printing. To learn more about exporting transactions in Quicken Simplifi, please see here.
How do I show/hide excluded transactions in reports?
How do I show/hide excluded transactions in reports?
Excluded transactions will be hidden in reports by default. If you want to see them, click the gear icon in the upper right and select Show excluded transactions so there is a check mark next to it. To hide them, do the same thing, but uncheck Show excluded transactions.
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!