Add a true ALL TIME option to Net Worth Report
I am moving over from mint with my primary data point that I watch being my net worth. Seeing this over time from 2013 forward was very motivating for me in mint. Now when trying to import older transactions and see a broader chart I am running into issues and the message on the Simplifi new worth report shows this error message when I try to select a longer time range. "Out of range: select a date on or after 12/26/2018."
Please help!
Comments
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The net worth data is separate from the transaction history.
Please vote here to have the feature added
The web app has a limitation of 5 years to run reports. Vote here to extend the date range
Also, vote here for net worth history to start on the date an account is opened
I came from Mint and I set up an Excel file to track net worth in the meantime. I found it motivating to look at my progress over the years.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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