Net Worth

Discussion List

• 
  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 243 views 35 comments 0 points Most recent by Coach Jon January 23Troubleshooting
• 
  91

  Up Down
  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.5K views 48 comments 91 points Most recent by Randolph January 22Feature Requests
• 
  Historical Transactions not updating my net worth

  samlimster 20 views 1 comment 0 points Most recent by RobWilk January 17Managing Your Transactions
• 
  Net Worth Report graph is incorrect for Fidelity 401k account (edited)

  Rob5527 41 views 5 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
• 
  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 834 views 14 comments 13 points Most recent by jorder January 3Feature Requests
• 
  Show net worth change over time with graph

  codyhaven 14 views 1 comment 1 point Most recent by Coach Natalie January 2Using Reports
• 
  27

  Up Down
  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 425 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
• 
  No "Keep this account separate" in Quicken Simplifi

  Closed sgordet 21 views 1 comment 0 points Most recent by Coach Jon December 2025Feedback
• 
  1

  Up Down
  Ability to add gross assets for net worth tracking (edited)

  Active Cedo 12 views 0 comments 1 point Started by Cedo December 2025 Feature Requests
• 
  39

  Up Down
  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 482 views 28 comments 39 points Most recent by SRC54 December 2025Feature Requests
• 
  Delete Net Worth History? (edited)

  Closed lynchbro 20 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Merged: Hide Net Worth and Related Fields

  Closed jak339 7 views 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
• 
  6

  Up Down
  Add Ability to Print Formatted Net Worth Statements (edited)

  Active RJE1999 56 views 4 comments 6 points Most recent by JagPres2 October 2025Feature Requests
• 
  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 20 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Net worth report not matching All accounts net worth

  Closed EMAW_fan 52 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
• 
  2

  Up Down
  Ability to disable the graph for the Net Worth Report (edited)

  Active the_scottster 58 views 3 comments 2 points Most recent by Dick_Davis July 2025Feature Requests
• 
  "No Data Available" in the Net Worth report for Mobile (edited)

  Closed rjg5060 41 views 7 comments 0 points Most recent by rjg5060 July 2025Report a Bug
• 
  When you know you are wealthy

  Closed SRC54 54 views 5 comments 1 point Most recent by RobWilk July 2025The Water Cooler
• 
  Allow Custom Y-Axis Scaling for Net Worth Charts

  Closed RJE1999 5 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
• 
  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 87 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
• 
  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 225 views 20 comments 1 point Most recent by Coach Jon June 2025Report a Bug
• 
  Net worth discrepancy

  Closed lwyman 38 views 3 comments 0 points Most recent by Coach Jon June 2025Troubleshooting
• 
  Feature Questions & Feedback

  Closed arknemsis 44 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback
• 
  -1

  Up Down
  Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

  Active RobWilk 12 views 0 comments -1 point Started by RobWilk April 2025 Feature Requests
• 
  Net Worth Report

  Answered ✓ Closed Adanac 146 views 12 comments 0 points Most recent by Adanac March 2025Using Reports
• 
  How to track net worth over time? (edited)

  Answered ✓ Closed Olio 36 views 1 comment 0 points Most recent by RobWilk March 2025Getting Started
• 
  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ Closed PaleBlueDot67 29 views 1 comment 0 points Most recent by Coach Jon March 2025Investments
• 
  Merged: Enhance net worth report visibility

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 2025 Feature Requests