Discussion List

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  Net Worth Report

  Answered ✓ Adanac 87 views 12 comments 0 points Most recent by Adanac March 23Using Reports
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  How to track net worth over time? (edited)

  Answered ✓ Olio 23 views 1 comment 0 points Most recent by RobWilk March 21Getting Started
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.1K views 38 comments 81 points Most recent by tzb March 19Feature Requests
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  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ Closed PaleBlueDot67 17 views 1 comment 0 points Most recent by Coach Jon March 4Investments
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 640 views 11 comments 13 points Most recent by SRC54 February 11Feature Requests
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  30

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

  Active Jbenz 294 views 17 comments 30 points Most recent by flintster_99 February 8Feature Requests
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  Merged: Enhance net worth report visibility

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 6 Feature Requests
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  % on spending--------Net Worth Goals

  Closed Sam47889 11 views 1 comment 1 point Most recent by Coach Natalie January 31Feedback
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  Future Net Worth - Allow an end date in the future on the Net Worth Report

  Active Jeannette 12 views 0 comments 1 point Started by Jeannette January 7 Feature Requests
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  16

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  Add an Assets/Liabilities Net Worth Chart (edited)

  Active David P 192 views 11 comments 16 points Most recent by SkiFreeYetiii December 2024Feature Requests
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  "Available to spend"

  Closed Timxxx 31 views 2 comments 0 points Most recent by RobWilk December 2024Getting Started
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  Net Worth Report Missing "Education" Category

  Closed budgetj75 21 views 4 comments 0 points Most recent by budgetj75 December 2024Report a Bug
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  Certain Investments Not Counting Toward Net Worth

  Closed piksol 65 views 6 comments 0 points Most recent by Coach Jon December 2024Investments
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  529 Plan Account Type Not Included in Net Worth Report (edited)

  Closed Snipes 97 views 11 comments 1 point Most recent by Coach Natalie December 2024Report a Bug
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  2

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  Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

  Active S Rainsford 35 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests
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  Interactive graphs to track cash flow, net worth and other metrics (edited)

  Active Dafelhandler 12 views 1 comment 1 point Most recent by dougfresh November 2024Feature Requests
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  "Other Loan" accounts missing from the Net Worth Report

  Closed System 11 views 3 comments 0 points Most recent by jdtrujillo November 2024Report a Bug
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  Home Loan:Mortgage periodic balance WAY OFF

  Closed mnox 31 views 4 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
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  Dashboard - net worth

  Closed Dafelhandler 13 views 2 comments 0 points Most recent by Coach Natalie October 2024Feedback
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  Net Worth Report: List the account table by columns (edited)

  Active BHazeltine 11 views 1 comment 1 point Most recent by Coach Natalie October 2024Feature Requests
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  17

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

  Active SimpliJSHL 268 views 2 comments 17 points Most recent by cweiland October 2024Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 12 views 2 comments 2 points Most recent by pst October 2024Feature Requests
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  Net Worth Report does not show liabilities

  Closed bridgex6 183 views 33 comments 1 point Most recent by Coach Natalie October 2024Troubleshooting
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  Merged: Net Worth Pie-Chart/Mountain Lines

  Closed LakGoy 1 view 0 comments 1 point Started by LakGoy October 2024 Feature Requests
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  Merged: Toggle to show values upfront instead of having to hover to see the numbers

  Closed frangkee 1 view 0 comments 1 point Started by frangkee September 2024 Feature Requests
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  Increase Net Worth Change Granularity

  Closed LakGoy 31 views 2 comments 1 point Most recent by Coach Jon September 2024Using Reports
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  Net Worth minus planned spending (with rollover amounts)

  Closed bridgex6 11 views 1 comment 0 points Most recent by UrsulaA September 2024Feedback
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  Merged: Button to Hide Net Worth

  chiphum 1 view 0 comments 1 point Started by chiphum August 2024 Feature Requests
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  Net Worth Report: Group accounts according to the headers in the Accounts List (edited)

  Active Adderdawn 1 view 0 comments 1 point Started by Adderdawn August 2024 Feature Requests