A graph of cash balance history for checking and savings accounts
I hope they can add a feature that includes a graph of balance history in checking and savings accounts on the web version of quicken simplify. Right now you can only see projected balance graphs instead of a graph of past balances. It would also be great to have a graph of all my cash balances over all my accounts on the dashboard front page so it gives you a birds eye view of a large transaction that just hit the account.
Comments
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The net worth chart shows past balances since the day you set up the accounts in Simplifi and filters by account but not by account group (example banking, cash, checking, credit). Having the report being able to filter by group would be nice.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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I do see that net worth graph now, thank you @UrsulaA for pointing that out. Unfortunately the graph on the net worth chart only has by month data points so it does not really graph it in real time. I do wish I was able to see a graph on the front dashboard page of all my cash across all my accounts. This was an awesome graph feature in the Mint app on the main front page.
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