Historical balances for all account types

corefi Member ✭✭
edited March 31 in Feature Requests
Currently, it seems you can only view historical balances for investments. It would be nice to be able to do the same for Banking, Loans, etc... (like Personal Capital does).
3 votes

Completed · Last Updated

The Net Worth Report now allows you to see the historical and balances of your accounts!


  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    I agree on this, this goes along with the request for a net worth history report...  For example, right now if when my credit card payment is due (or on the nearest payday before that) if i want to pay off the credit card balance as of the statement date (to avoid interest), right now i have to go to the bank website and download the statement because Simplifi can't give me the balance -on- a particular day.  

    Rob Wilkens

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello All,

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

    -Coach Natalie

This discussion has been closed.