Best Of
Re: Ability to hide Net Worth
Yes, making Net Worth less prominent is crucial. Please at least remove Net Worth from the top of the Transactions page on the web version. I don't need to see my total net worth pinned in large bold font when I'm reviewing some transactions!
Alternatives to completely removing Net Worth:
- Ability to toggle Net Worth display on/off like OP request
- Add a per-account setting to allow users to specify which account balances contribute to the displayed Net Worth. This would allow, for example, only including checking accounts and not investment accounts.
nwp8024
Re: Pending Transaction Disappeared
When you created the "manual" transaction, something you have to be very careful about (pn the web specifically), is that you don't click outside the manual transaction window while you are creating it. If you do, the window will disappear and you might think you created it, but it pretty much just disappears without any warning (it should really prompt to confirm you wanted to cancel, but it does not). This was to @Jenny T
RobWilk
Re: Net Worth Report: Start tracking balances on the date of opening transaction (edited)
There is a workaround - create a csv that has date and asset value. Import the CSV and it'll backfill the account.
I was able to fix my rental property (not connected to zillow) that way. It now shows the value when I bought it all the way till when I added it to Simplifi (today) and my net worth is correct.
Follow this approach: https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history
Thomas R
Re: Net Worth Report: Start tracking balances on the date of opening transaction (edited)
Leaving my 2 cents as well, the report ignores transaction dates and just makes it a fixed point in time, which is no good.
Re: Net Worth Report: Start tracking balances on the date of opening transaction (edited)
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.
SRC54
Re: Net Worth Report: Start tracking balances on the date of opening transaction (edited)
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.
Re: Net Worth Report: Start tracking balances on the date of opening transaction (edited)
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.
tzb
Re: Net Worth Report: Start tracking balances on the date of opening transaction (edited)
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.
Adanac
Re: Add a historical month-by-month Spending Plan Report (edited)
I would use this, already added my vote (was going to leava a comment then, but had to run out for a dental appointment).
RobWilk