Share your feedback regarding the Net Worth Report here!
We are so excited to announce that the Net Worth Report has finally made its way to the Simplifi Web App for Early Access users!
This Report shows your net worth over time based on historical account balances, including investment, loan, and asset accounts. If you'd like to ignore an account from the calculations, you can easily do so at the account level by ignoring the account from Reports, or you can also use the Filter options available in the Report to only select the accounts you want to see.
While you familiarize yourself with the Net Worth Report, we'd love to hear any feedback you may have to help us improve. Good or bad, we appreciate hearing from you!