Net Worth

Discussion List

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

  jonoruss 143 views 28 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Net Worth Report graph is incorrect for Fidelity 401k account (edited)

  Rob5527 26 views 5 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 816 views 14 comments 13 points Most recent by jorder January 3Feature Requests
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  Show net worth change over time with graph

  codyhaven 11 views 1 comment 1 point Most recent by Coach Natalie January 2Using Reports
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  26

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

  Active SimpliJSHL 410 views 4 comments 26 points Most recent by rmarcus88 December 2025Feature Requests
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  No "Keep this account separate" in Quicken Simplifi

  sgordet 19 views 1 comment 0 points Most recent by Coach Jon December 2025Feedback
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  Ability to add gross assets for net worth tracking (edited)

  Active Cedo 10 views 0 comments 1 point Started by Cedo December 2025 Feature Requests
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  39

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

  Active Jbenz 468 views 28 comments 39 points Most recent by SRC54 December 2025Feature Requests
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.4K views 47 comments 87 points Most recent by Bernardo December 2025Feature Requests
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  Delete Net Worth History? (edited)

  Closed lynchbro 17 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Merged: Hide Net Worth and Related Fields

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

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  Add Ability to Print Formatted Net Worth Statements (edited)

  Active RJE1999 47 views 4 comments 6 points Most recent by JagPres2 October 2025Feature Requests
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 19 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Net worth report not matching All accounts net worth

  Closed EMAW_fan 49 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
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  Ability to disable the graph for the Net Worth Report (edited)

  Active the_scottster 57 views 3 comments 2 points Most recent by Dick_Davis July 2025Feature Requests
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  "No Data Available" in the Net Worth report for Mobile (edited)

  Closed rjg5060 37 views 7 comments 0 points Most recent by rjg5060 July 2025Report a Bug
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  When you know you are wealthy

  Closed SRC54 52 views 5 comments 1 point Most recent by RobWilk July 2025The Water Cooler
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  Allow Custom Y-Axis Scaling for Net Worth Charts

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

  Closed rosachin21k 80 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 207 views 20 comments 1 point Most recent by Coach Jon June 2025Report a Bug
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  Net worth discrepancy

  Closed lwyman 30 views 3 comments 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Feature Questions & Feedback

  Closed arknemsis 34 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback
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  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
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  Net Worth Report

  Answered ✓ Closed Adanac 140 views 12 comments 0 points Most recent by Adanac March 2025Using Reports
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  How to track net worth over time? (edited)

  Answered ✓ Closed Olio 34 views 1 comment 0 points Most recent by RobWilk March 2025Getting Started
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  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ Closed PaleBlueDot67 20 views 1 comment 0 points Most recent by Coach Jon March 2025Investments
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  Merged: Enhance net worth report visibility

  Closed leothemack 1 view 0 comments 1 point Started by leothemack February 2025 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 2025Feedback
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  1

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  Future Net Worth - Allow an end date in the future on the Net Worth Report

  Active Jeannette 13 views 0 comments 1 point Started by Jeannette January 2025 Feature Requests
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  Add an Assets/Liabilities Net Worth Chart (edited)

  Active David P 227 views 11 comments 16 points Most recent by SkiFreeYetiii December 2024Feature Requests