Add a 'Last Two Years' Date Range option (edited)

pst
pst Member ✭✭✭
edited August 2024 in Feature Requests

This would be particularly beneficial for net worth, a report that deserves long term perspective.

3 votes

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Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @pst, thanks for posting your suggestion to the Community!

    Since you want to outline and request just one idea per post in accordance with our guidelines here, I went ahead and edited this post to request a "Last Two Years" option specifically. I chose to keep this part of your request, as a "Last Year" option is already available in Reports in Quicken Simplifi —

    Screenshot 2024-08-15 at 8.58.18 AM.png

    I hope this helps!

    -Coach Natalie

    -Coach Natalie

  • pst
    pst Member ✭✭✭

    I think there should be an "All Time" button, in fact.

  • light
    light Member

    Current options are 1M, 3M, 6M, 1Y, (big empty gap), 5Y, QTD, YTD, ALL

    Please also add 2Y (also 3Y if appropriate) as they also often become useful.

    Specifically for:

    Dashboard - Net Worth widget

    Net Worth Tab - Graph

    Investments Tab - Balances graph & Performance graph

    Reports Tab - Date range settings in all analyses (add "Recent 24 months" in Spending, Net Worth, etc.)