New Feature Alert: Net Worth!
Coach Natalie
Administrator, Moderator admin
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over time and understand how individual accounts contribute to your net worth.
Key features include:
- Net Worth Over Time: See your net worth across preset time ranges (1M, 3M, 6M, 1Y, 5Y, QTD, YTD, All) with data points by day or month
- Account Inclusion: Customize which accounts contribute to your net worth totals
- Graph Views: Visualize your data as Total Net Worth or Assets vs. Debt
- Viewing Preferences: Hide cents, scale the graph from $0, or use a zoomed view
- Account Changes: Track dollar and percentage changes for each account over your selected time range
- Debt to Asset Ratio: Understand how your liabilities compare to your assets
- Asset and Debt Breakdown: View detailed breakdowns by dollar amount or percentage
For more details, check out the full support article here: Using the Net Worth Feature
Give the Net Worth feature a try and let us know what you think! Share your feedback here:
-Coach Natalie
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