Net Worth Feature: Share your feedback here!
Comments
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Hey - thanks for the great feedback! This is definitely something we've heard and are exploring ways of allowing you to edit your balance history in real-time to resolve these types of issues.
In the meantime, we do offer the ability to import balance history via a .CSV, which can be a stop gap to resolve issues like this. It's obviously a little clunky, but can help for certain situations.But thanks again for your feedback - it's behind helpful as we explore ways to allow updates to balance history.
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Currently any and all closed accounts show up in my Net Worth Assets section with $0 balances. We shouldn't need to show these here since the account is closed, and the balance is automatically zeroed out. The default should be to hide them from the net worth page, or at least have a filter option to do so.
It's visually unnecessary and also impacts the Exported Reports (PDF/CSV) by including unnecessary detail.
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It appears that you can remove the closed account yourself. At the top where it says how many accounts are included, you can click the 3 vertical dots to remove your closed account.
I think the reason it is included by default is so that the historical data will show up when you decide the time frame: 1 YR, 5 YR, etc.
You may be talking about reports, as the above screen looks like that, but you can also choose the accounts you want to include/exclude in net worth reports. And you can save your report as well. Look under filters.
I have one closed Savings Account (AMEX), and I've tried including it and excluding it but have decided for me it is best to include it.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
Dollars & $ense (DOS) and MS Money (Windows) 1987-20091 -
Awesome feature and what I was waiting for. I was about to cancel and move over to another program since my totals in the account section were not adding up in the net worth section. Absolutely made no sense that the totals were not accurate…to me just simple math…but NOW…this is exactly what I was needing!! Thank you
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- I would like the net worth over time chart to show the breakdown within it as a stacked area chart so I can see which particular account OR asset type OR investment caused a net worth change. This detail is NOT too much information to me.
- I would like to see the breakdown by account type OR account OR investment. Again, it's NOT too much information for me.
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Thanks for your feedback! This is definitely on our radar as an improvement we're looking to add - stay tuned!
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