Add Reports for Assets and Debts (edited)

cgriffin2157

I would love to see a few additional Report options added. I'd love to be able to go in and view my Assets all in one place, and see a chart of the balance over time with the ability to customize which accounts are contributing to the graph. Would love to see the same with a separate Debts graph. These are reports I view in Mint.com quite often and still rely on that site for those as you don't offer them. I've reported on this before in separate feedback but the Savings Report is effectively useless because it doesn't seem to be based on the account balance over time, and I get different balances depending on if I view the 6-month or the 12-month graph. I have no idea where those numbers are coming from...

If anyone has ideas for more reports, sound off below me

cartoonfanboy

I would like to see how my net worth / debt changes month over month

Coach Natalie

Hello All,

Great news — you can now view Assets and Debts and their balances over time by using the Net Worth Report!

-Coach Natalie

truckmann

I see this is kind of there now. It still needs work though. The filters need to be separated into account types to make it easier to select say all credit cards so I can see a graph of my total credit card debt over time. It's also pretty worthless right now since even after importing all my data from Mint there is still no historical data that is getting graphed.

Coach Natalie

@truckmann, I'd suggest adding your feedback on one of these requests:

https://community.simplifimoney.com/discussion/4780/net-worth-report-start-tracking-balances-on-the-date-of-opening-transaction-edited

https://community.simplifimoney.com/discussion/5722/ability-to-import-net-worth-data-from-other-personal-finance-apps-such-as-mint-edited

-Coach Natalie