Can you produce reports in Simplifi that displays memos or notes for every transaction?

Brian Hershey
Brian Hershey Member ✭✭✭
edited January 17 in Before you Buy

I purchased Business and Personal and am unimpressed. I would like to try Simplifi to see if that meets my needs. Can you produce reports in Simplifi that displays memos or notes for every transaction?

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Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited January 17

    If you have questions about Simplifi, they have separate forums for that:

    https://community.simplifimoney.com

    FWIW you can print the memo/notes field in Quicken reports, it just isn't turned on by default. You have to enable that column & then save a custom version of the report.

  • Brian Hershey
    Brian Hershey Member ✭✭✭

    When you say "Quicken Reports" are you referring to Quicken Business and Personal?

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited January 17

    Quicken now has two lines of products the "Classic/Desktop" and the "Online" ones.

    You are in the Quicken Classic forum. And that second part in @Jon's answer refers to the Classic versions of Quicken, not the online ones which may or may not have that feature (people here don't know about the online ones).

    And when referring to the business version of both it can get really confusing because there is now a "Business & Personal" online product, that I guess is "Simplifi with business features". So, the online versions are Simplifi and Business & Personal, the Simplifi forum would be for both of them.

    For "Classic", the editions are Starter, Deluxe, Premier, Business & Personal, and there are both Windows and Mac, and even Windows Canadian versions.

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  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    I'm talking about Quicken Classic Business & Personal. Is there a specific report that you're looking at?

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    Also, are you asking about Mac or Windows? I see a couple old posts by you from 2018/2019 that refer to the Windows version, but nothing more recent.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I just noticed that they are now calling Simplifi "Personal". Not to mention that at Quicken.com the Online products are at the top and you have to scroll quite a bit to see the Classic. I wonder where Quicken Inc thinks their future is. 😉

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  • Brian Hershey
    Brian Hershey Member ✭✭✭

    Sorry guys. I was in the wrong forum. I'll post in community.simplifimoney.com

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