Add Ability to Print Formatted Net Worth Statements (edited)

RJE1999
RJE1999 Member ✭
edited July 1 in Feature Requests

There are many scenarios, such as working with bankers, attorneys, or financial advisors, where I need to provide a clean, professional net worth statement. Currently, Quicken Simplifi doesn’t offer any way to print or export a formatted version of the Net Worth report. I end up having to manually retype everything into Excel and then spend time formatting it to make it presentable/printable. With over 40 accounts that need values updated, this is always a very time-consuming process.

It would be incredibly helpful if there were a "Print" or "Export to PDF" button directly on the Net Worth page that generates a well-organized, printable statement. Ideally, this report would include:

  • A summary of total net worth
  • A breakdown of assets and liabilities by account type
  • Clear, clean formatting suitable for professional use

This would save time and greatly improve the utility of Simplifi as a financial tool. Please consider adding this functionality. It's a small change that would provide significant value.

Thanks for considering!

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Comments

  • JTownsendStudio
    JTownsendStudio Member

    It's almost a deal breaker for me to continue using this software. I'm trying to run my small business and it is so time consuming to format the CVS file to make nice looking financial reports. What a PAIN!

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    There is a request to be able to print reports, which this has been submitted for review, but I am not sure if this is exactly the same.

    I note that the Net Worth Report in Simplifi doesn't even have an option to export to CSV.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • Dmenk60
    Dmenk60 Member

    Maybe Quicken wants to keep this simple so it doesn't compete with more expensive products?

  • JagPres2
    JagPres2 Member ✭

    I am in the same boat and want a clean net worth report generated from Simplifi, for use with the same parties listed in the initial post, with the ability to edit what's included before finalizing and printing to pdf. One page listing assets and liabilities, with the ability to include date, header and personal contact information. This would be another great addition to the capabilities of Simplifi. I am happy to provide direct feedback and examples.

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