Retroactively update net worth

dbtx

I recently added a manual real estate asset and backdated it to 2018. I noticed that the net worth graph did not update to include the backdated asset value. The chat support indicated that this was not possible and the net worth graph would only be updated from the date the asset was added not the backdated value. I would like this to be added as a new feature.

EL1234

It's possible but it's a hassle. You need to download an account balance history for that account, modify the dates as desired, and reupload that csv as the new account balance history. I did it once with some guidance from a Coach.

Coach Natalie

@dbtx, thanks for posting to the Community!

I have converted this from an Idea post, as you can accomplish a historical net worth update by using our account balance history import process: https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history

We also have this existing Idea post you may be interested in adding your vote and feedback to:

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

I hope this helps you accomplish what you're looking for!