New Feature Alert: Net Worth Report
The Net Worth Report is now live on the Simplifi Web App in Early Access! This Report shows your net worth over time based on historical account balances. All accounts will be included in the Net Worth Report, including investment, asset, and loan accounts. However, if there are any accounts you'd like to not have included, you can ignore them from Reports under Settings > Accounts, or you can also use the Filter options available in the Report to only select the accounts you want to see.
This Report will be a great tool to use to not only see how your net worth fluctuates over time, but to also see your historical account balances on any given day or at the end of a specific month. Pretty cool!
We'd love to hear your feedback regarding the Net Worth Report in our feedback post here!
-Coach Natalie