Net worth tracking

august Member
edited December 2020 in Using Reports
I would love a net worth tracking feature for Simplifi! A lot of budgeting/tracking apps already have this. It could be a report of total net worth by month. 


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @august,

    Thanks for taking the time to post your feature request to the Community!

    I have gone ahead and turned your Idea post into a Discussion, as a Net Worth Report is already available in the Web App version of Simplifi. You can customize the Report to view over any time range you choose, so I think it may be what you're looking for. More details on Reports in Simplifi is available here

    Although, if you're solely using the Simplifi Mobile App, a Net Worth Report would not be available. With that being said, I can turn this back into an Idea post, requesting that a Net Worth Report be added to the Mobile App specifically -- just let me know! :smiley:

    Thank you,

    Coach Natalie
This discussion has been closed.