Net Worth Statement

ssandefur
ssandefur Member
edited October 2023 in Feature Requests

The ability to produce a net worth statement. It would be helpful if I could produce a statement for a specific date (today for example) that I could print that had all of my accounts (assets and liabilities).

1
1 votes

Already Offered · Last Updated

This ability is available with the current Net Worth Report!

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hello @ssandefur,

    Thanks for posting your suggestion to the Community!

    To clarify, have you taken a look at the Net Worth Report? This Report should provide you with a full list of your accounts and balances in Simplifi, with a total net worth amount. If you're looking to print this Report specifically, you'd actually want to add your vote and feedback here:

    https://community.simplifimoney.com/discussion/323/ability-to-download-or-print-reports-edited-1-merged-vote

    Please let us know if what you're looking for differs from what Simplifi currently offers and/or what's already been requested, as well as a description of how it differs, and we can certainly keep this Idea alive. Otherwise, I am looking to mark this request as "Already Offered" via the Net Worth Report. 🙂

    -Coach Natalie

This discussion has been closed.

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