Don't see "Export to CSV" for Net Worth Report (edited)

Dmenk60

I want to get a print out of my net worth, which Simplifi says they don't do but I think they REALLY REALLY should [removed - accuracy/speculation]. The work around is to save account balances to a CSV or XLS but in Report Manager there is no place to prompt that save. The three dots don't show it. Am I doing something wrong or is there simply no feature for this? Any help would be appreciated. Thanks!

Coach Natalie

@Dmenk60, thanks for reaching out to the Community!

I don't see that the Net Worth Report is available for exporting or printing at this time. The Reports that can be printed are:

• Profit & Loss (QBP)
• Balance Sheet (QBP)
• Income & Expense (QBP & Basic)
• Taxes (QBP & Basic)

Otherwise, just the Transaction Activity areas of other Reports can be exported to CSV, such as the Spending Report. For the ability to download/print all Reports, please vote for the following Idea post, and then follow it for updates!

https://community.simplifimoney.com/discussion/323/ability-to-download-or-print-reports-edited-1-merged-vote

I hope this helps!