Delete Net Worth History? (edited)

lynchbro

I was trying to get many years of data loaded at once to test out if I like Simplify. I gave up on the large history due to sheer volume of the data.

I have gone though all my accounts, removed all history prior to 2024. But when I run the Net Worth report, it is showing all the account balances still.

How can this be deleted out?.

Coach Natalie

@lynchbro, thanks for reaching out to the Community with your inquiry!

Since the Net Worth Report goes off of when the account is added versus the date of the transactions, you shouldn't be seeing history before the time you added the account, regardless of how far back the transactions went. Unless they changed something, but I'm not aware of them doing so. We have a request for the ability to start tracking from the date of the opening transaction here:

https://community.simplifimoney.com/discussion/4780/net-worth-report-start-tracking-balances-on-the-date-of-opening-transaction-edited

At any rate, I think you'd be able to overwrite any historical balances using the Account Balance History Import feature. I would recommend putting zeros in for the amounts as of the specific dates you want to overwrite to see if that fixes things for you.

https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history

Let us know if this option works for you!