Net Worth Over Time Report

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dlnewman70
dlnewman70 Member
edited January 2023 in Using Reports
A week or so ago I saw a report of Net Worth overtime in Reports -> Monthly Summary. It was missing investments so the net worth total was incorrect. I was wondering if that issue has had any progress on getting it fixed and is there any way to see net worth changes overtime across asset and liability accounts? Seems like there should be a way to look at net worth over time? I don't find much value in the monthly summary report as it now displays. All that monthly information is already displayed elsewhere. Please consider creating a net worth report over time that we could use or look at. Thanks.
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  • DannyB
    DannyB Superuser ✭✭✭✭✭
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    Hi @dlnewman70

    Saw the same thing and @Coach Natalie shared this…

    Coach Natalie said:
    Hello @DannyB,

    Thanks for reporting this to the Community!

    It looks like the Net Worth Report replacing the Monthly Summary Report on the Simplifi Web App was a bug that has now been fixed as of the 3.71.3 Web Release. As for the Net Worth Report, it is my understanding that they are working on bringing this back sometime after the new year, so we'll know more about it at that time. :smile: 

    -Coach Natalie

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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