Net Worth Report - Accounts aren't listed alphabetically (edited)

donnajean

Just wondering why accounts in the Net Worth report are not listed in alphabetical order as they are on the accounts list? Or by balance? The list seems oddly random in order. I also get tired of manually having to expand every category in every list/report in the Simplifi software to see all the information. Can we have a toggle to permanently expand/collapse all categories that will remain in effect until the user toggles/changes the view again? I’d also like to be able to toggle the graph on/off. As pretty as it is, it takes up a lot of screen space and is not that useful to me. Thanks for your consideration.

Coach Kristina

Hello @donnajean,

While it is not currently possible to turn off the graph in the Net Worth report, there is an Idea post requesting that functionality be added:

https://community.simplifimoney.com/discussion/6085/ability-to-disable-the-graph-for-the-net-worth-report-edited

If this is something you'd like to see in the future, please add your vote. Ideas that get enough votes may be implemented in the future!

There is an Idea requesting that the collapsed sections be opened by default:

https://community.simplifimoney.com/discussion/6093/open-all-of-the-collapsed-sections-on-the-net-worth-report-by-default-edited

There is an Idea asking to be able to sort debt by the amount owed, but that would not affect the Assets section of the report; it would impact only the Debt section:

https://community.simplifimoney.com/discussion/7885/net-worth-report-add-sort-feature-to-sort-debt-by-high-to-low

If you're wanting a way to sort the account order under the Assets section of the report, I'd recommend creating a new Idea post to request that functionality. For information on creating a new Idea, please click here.

I hope this helps!