Overview
Reviewing your finances over time can help you better understand your spending and make informed financial decisions. Quicken Simplifi makes it easy to track and review your financial activity.
The Reports section helps you understand your finances by showing where your money goes, comparing your income and spending, tracking your savings, and monitoring changes in your Net Worth. You can also view a monthly summary of your top payees, spending categories, and net income.
Accessing Reports
To open Reports, hover over the left sidebar and click Reports.
The Reports page includes:
Report tiles, such as Spending, Income, and Net Worth
Tabs at the top for your recently opened reports, with an X to close each tab
A Home tab that always remains available and returns you to the main Reports page
A panel on the right showing your saved reports
Types of Reports
Quicken Simplifi currently includes the following reports:
Spending: Shows where your money is going by breaking down expenses by category, tag, account, or payee. Use this report to identify spending patterns and find opportunities to adjust your budget.
Spending Summary: Provides a high-level overview of your spending by summarizing expenses across categories over time. Use this report to quickly identify spending trends and see where most of your money is going.
Income: Shows income from all sources over a selected time period. Use this report to track paychecks, deposits, and other income.
Income Summary: Provides a high-level overview of your income over time. Use this report to see income trends and view your earnings by category, tag, payee, or account.
Income & Expense: Compares your total income and expenses over time. Use this report to track your cash flow and see whether you're spending within your means.
Net Worth: Shows how your net worth changes over time based on your assets and liabilities. Use this report to track your overall financial health.
Taxes: Shows your income and potentially tax-deductible expenses for the year. You can also export this report for your records or to use with tax preparation software.
This report is based on the categories assigned to your transactions. If the information doesn't look right, review your transaction categories to make sure they're assigned correctly.
Savings: Shows how your savings account balances change over time, helping you track your savings progress and monitor your cash reserves.
Monthly Summary: Provides an overview of your finances for the previous month, including your top spending categories and payees, total income and expenses, and progress toward your savings goals.
Note: If you're using Quicken Business & Personal and need information about business reports, see our related article here.
Filtering and View Options
Most reports in Quicken Simplifi (except Monthly Summary) include filter and breakdown options to help you focus on the information you want to see. Some reports also offer different view options for additional ways to analyze your finances.
Report Breakdown & Views
For example:
Spending and Income reports can be broken down by category, account, tag, or payee, and let you switch between Summary and Transactions views.
The Income & Expense report includes additional view options, such as time period and account.
The Net Worth report lets you choose different intervals to view changes in your net worth over time.
Display Customization Options
Most reports also include display options to improve readability. Depending on the report, you can choose to show expenses as negative values, hide cents, adjust row height, or display alternating row colors.
Date Range & Filters
You can change the date range for any report using the date filter at the top of the page. To further refine the results, click Filters and choose criteria such as account, category, tag, or payee.
Transaction View Customization
In the Transaction Activity view of a report, you can customize the information that's displayed. Click a payee, category, or other item to view its underlying transactions. Then, click the Settings (gear) icon in the upper-right corner to add or remove columns. You can also hover over a column header to access additional options, such as resizing columns, pinning columns, or applying filters.
Note: Transactions from liability accounts are not currently included in Reports.
Graph View Options
Some reports include graph view options, allowing you to switch between pie and bar charts. You can also collapse the graph at any time.
Persistent Customizations
Any changes you make to a report's views, filters, or columns are saved automatically. Your customizations will be available the next time you open the report on the web or mobile app.
To restore the default settings, click Reset Report at the top of the page.
Note: Available breakdowns, views, date ranges, and filters vary by report. If you don't see a specific option, it isn't supported for that report. The Monthly Summary report does not include customization or filtering options.
Saving Reports
You can save reports in Quicken Simplifi to quickly access them later with your preferred filters and settings.
Saving a Report
To save a report, click Save in the upper-right corner. The report will be added to the Saved Reports panel on the right side of the Reports page, where you can open and update it at any time.
Update or Undo Changes
If you make changes to a saved report, you can update the existing report or save it as a new report. To discard your changes, click Undo Changes at the top of the report to restore the last saved version.
Recently Accessed Reports
You can also quickly reopen recently viewed reports using the tabs at the top of the Reports page. Saved reports display a bookmark icon next to the report name, while reports with unsaved changes are marked with an orange dot. To close a report tab, hover over it and click the X.
Printing and Exporting Reports
You can print or export reports in Quicken Simplifi to save or share them. These options are available only in the Quicken Simplifi Web App.
Note: If you're looking for instructions on exporting the transactions in a report, click here.
Print a Report
To print a report, click the three-dot menu in the upper-right corner, then select Print.
Export a Report
You can export most reports as PDF or CSV files. The Taxes report also supports TXF and TXJ formats for use with tax preparation software.
To export a report, click the three dots in the upper-right corner, select Export, and choose your preferred file 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 don't currently support a dedicated Subcategory breakdown. However, you can filter the report and then click a parent category to view the underlying transactions, including their subcategories and 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 tracks account balances starting from the date you add an account to Quicken Simplifi, not from the date of your first transaction. If you want to include earlier balance history, you can import your account balance history.
How do I exclude transactions from my reports?
How do I exclude transactions from my reports?
You can exclude a transaction directly from a report or while editing the transaction.
Excluded transactions are hidden from reports by default. To view them, enable Show Excluded Transactions. Even when displayed, excluded transactions are not included in report totals.
How do I exclude an account from my reports?
How do I exclude an account from my reports?
You can exclude an entire account from Reports at any time. Excluded accounts are also excluded 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 graph displays your top 11 spending categories, plus an Everything Else category. Click Everything Else or Show All Categories to view every category 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 view lets you export transactions, including notes, to a CSV file. To include notes, add the Notes column before exporting.
For more information, see How to Export Transactions in Quicken Simplifi.
How do I show/hide excluded transactions in reports?
How do I show/hide excluded transactions in reports?
Excluded transactions are hidden from reports by default. To view them, click the Settings (gear) icon in the upper-right corner and enable Show Excluded Transactions. To hide them again, return to the same menu and clear the Show Excluded Transactions option.
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 need help with reports in Quicken Simplifi, please contact our support team.