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I upvoted this as well. It would just apply to my personal property. Of course, I think one can now import historical values as I did for my Zillow account, but it is clumsy and involves guesswork.

PLEASE fix the Net Worth Report to honor actual transaction dates. Recently, I transferred accounts from one bank to another. While waiting for the transfer to occur, the net worth report shows a sudden drop in value for a few days. In another case, I decided to include an account or asset in the reporting that I had previously neglected. In order to show accurate information, I need it to report the asset from when it was acquired, not when I added it to Simplifi. This is a really basic, fundamental, and important feature to add asap.

This is really frustrating. Even if I import everything into Simplifi right away, I ran into this issue after accidentally overwriting an asset and then recreating it. It would be much more reliable if historical transactions were properly reflected in net worth and market value calculations, rather than just pulling snapshots of the current value after account creation. That said, the 'import history' feature does help.

I used Quicken for over 30 years before starting with Simplify and was able to create Net Worth reports for all previous transactions. It is surprising that Simplifi has not added this feature. This is an important feature for anyone using this type of software and should be added to Simplifi as soon as possible. I am certain that many Simplify users will consider switching to competing products if this issue is not fixed.

Agreed!

I would use this, already added my vote (was going to leava a comment then, but had to run out for a dental appointment).

Great idea. I've tried for a while to think of something to do with old Spending Plans. This would give them some purpose. Upvoted!

Great idea! A great way to see your trends over time!