Chart is not updating to reflect transactions in manual asset account (edited)

cyberstackn · May 22

If you create a manual account for "Other Asset" and enter income transactions, the chart does not display them correctly across the timeline. It seems to only apply them to the last month in the chart but not the actual months they were entered. Looks like a bug of some sort. Pic below for reference. Notice the dates of the transactions and how the chart doesn't correspond to them.

Coach Jon · May 22

Hello @cyberstackn,

Thanks for reaching out! With Quicken Simplifi, the report charts/graphs only show transactions that have been entered since the date of account creation. However, you can fill in the missing data in the chart by importing your account balance history. Our support article here explains how to do this: https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history

Additionally, we do have an idea post that would allow users to start tracking balances from the date of the opening transaction, not just the account creation date. You can vote for and follow the idea post here:

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

I hope this information helps!

cyberstackn · May 23

https://community.simplifimoney.com/discussion/comment/70129#Comment_70129

Hi Jon, thanks for the clarification.

I tried importing a CSV of the transaction history, but the chart still doesn't reflect the dates of the transactions.

I feel like charts should always default to reflect the dates of the transactions instead of the date of account creation.

Whatever you see in the transactions is what the chart should show.

I'm sure most users would agree.

Hope to see that fixed in the future!

Thanks

Chart is not updating to reflect transactions in manual asset account (edited)

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