Historical Transactions not updating my net worth

samlimster

Hi folks.

I just opened a quicken account beginning of Jan 2026. it looks like it has imported transactions from my back accounts from about 2 years back, which is great! However when I look at my net worth, it only shows results from the day I joined. Is there a way to make my net worth calculate from when my transactions start?

RobWilk

That is how it works, not a bug. There exists an idea post here, vote and comment if you want it changed:

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