Net Worth Report - Student Loan is listed under Personal Loan (edited)

lynchbro

I am working to backfill my historical balances to get the report to populate the balances. I noticed that my Student Loan is listed under a Personal Loan, but when I look at the account setup, it is set as a Student Loan. Is this a bug? Shouldn't the top level categories in the Net Worth report match to the top level category the accounts are setup as? Seems this is the only one that is not.

Here is what I see in the report.

Here is what I see in the Account Setup.

Coach Jon

Hello @lynchbro,

Thank you for reaching out! When I checked on my end, I found that Student Loans and other loan types like Military and Consumer Loans are listed under the "Personal Loan" Accounts List header.

If you would like to see this change in Quicken Simplifi, then I would suggest creating an idea post requesting a change to how these kinds of Liability accounts are presented in the Accounts List.

We also have this great idea post you may be interested in voting for:

https://community.simplifimoney.com/discussion/453/let-me-categorize-and-organize-my-accounts-list-however-i-like-edited-10-merged-votes