Net Worth report of little use due to lack of historical values [Edited]

fbloggs

When you are first setting up Simplifi, you may not have all your accounts, and you cannot enter historical values. For example, I want to view net worth historically, and I have that in Excel. If I want to enter my mortgage balance back to when I took out the loan, I can, but it only shows the mortgage for the month you enter the data.

[Edited - Readability]

Coach Kristina

Hello @fbloggs,

Thank you for sharing your feedback! It is possible to add historical data to your net worth report, but it is a bit of work. You would need to download the balance history for that account in CSV format. That CSV file would then need to be modified to meet Quicken Simplifi's formatting requirements. Once modified, you should be able to upload the CSV into Quicken Simplifi. Once that history is imported into your account, it should be reflected in your Net Worth report.

For more information on importing account balance history, please see the article below:

https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history#h_e6e4a91780

For information on formatting and importing CSV files, please review this article: https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

I hope this helps!