Allow for Account Balance History Download

dgalt

Currently we can download transactions, but it would be nice to also have the ability to download a history of account balances since these are not necessarily aligned with simply a sum of the transactions on that account.

I know there's a Net Worth report coming along at some point, maybe this could be included there as an option (since I assume net worth is just going to be the sum of account balances over time)?

Fred

I agree and I hope a Net Worth report is really on the list of new features?

Coach Natalie

Hello All,

Great news — the Net Worth Report is now available in Early Access and shows all historical and current balances of your accounts in Simplifi!

For the ability to download or print reports, including the Net Worth Report, please be sure to add your votes here.

-Coach Natalie