Net Worth Forecast

ricklamb0810
ricklamb0810 Member ✭
edited November 2023 in Feature Requests

I tried to migrate from Mint to Neontra and considered Empower because they promised a Network Worth forecast. I will be migrating to Simplifi, because they can connect to our accounts (Specifically, Fidelity). I have been doing a Net Worth forecast via spreadsheets for >15 years. I use it as a top-down starting point for evaluating our financial health. Are we spending too much & are our investments delivering enough? A few years ago I used this process to analyze whether I should retire. I know competitor apps Net Worth forecasts are rather simplistic, but they are still useful.

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    I like this idea, and feel like they could use recurring bills to forecast net worth the same way the cash flow chart can forecast.

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    Rob Wilkens

  • sawilliams
    sawilliams Member

    This would be awesome! and a great motivator to stay on course.

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