Net Worth

Discussion List

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

  Active S Rainsford 7 views 1 comment 1 point Most recent by RobWilk 3:18AMFeature Requests
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 236 views 14 comments 25 points Most recent by kollock November 14Feature 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 11Feature Requests
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  529 Plan Account Type Not Included in Net Worth Report (edited)

  Snipes 46 views 8 comments 1 point Most recent by Snipes November 11Report a Bug
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  "Other Loan" accounts missing from the Net Worth Report

  System 16 views 3 comments 0 points Most recent by jdtrujillo November 9Report a Bug
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  Home Loan:Mortgage periodic balance WAY OFF

  mnox 31 views 4 comments 0 points Most recent by RobWilk November 7Adding and Updating Accounts
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1K views 35 comments 75 points Most recent by Bernardo November 7Feature Requests
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  [ONGOING] 6/17/24: "Other Asset" accounts missing from Net Worth Report

  Coach Natalie 436 views 4 comments 0 points Most recent by Coach Jon November 1Known Product Issues
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  Dashboard - net worth

  Dafelhandler 15 views 2 comments 0 points Most recent by Coach Natalie October 31Feedback
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  Net Worth Report: List the account table by columns (edited)

  Active BHazeltine 14 views 1 comment 1 point Most recent by Coach Natalie October 30Feature Requests
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 201 views 2 comments 16 points Most recent by cweiland October 17Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 13 views 2 comments 1 point Most recent by pst October 12Feature Requests
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  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 533 views 9 comments 13 points Most recent by lldeep October 7Feature Requests
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  Net Worth Report does not show liabilities

  Closed bridgex6 174 views 33 comments 1 point Most recent by Coach Natalie October 4Troubleshooting
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  Add an Assets/Liabilities Net Worth Chart (edited)

  Active David P 168 views 10 comments 14 points Most recent by LakGoy October 2Feature Requests
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  Merged: Net Worth Pie-Chart/Mountain Lines

  Closed LakGoy 3 views 0 comments 1 point Started by LakGoy October 2 Feature Requests
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  Merged: Toggle to show values upfront instead of having to hover to see the numbers

  Closed frangkee 4 views 0 comments 1 point Started by frangkee September 17 Feature Requests
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  Increase Net Worth Change Granularity

  Closed LakGoy 27 views 2 comments 1 point Most recent by Coach Jon September 17Using Reports
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  Net Worth minus planned spending (with rollover amounts)

  Closed bridgex6 12 views 1 comment 0 points Most recent by UrsulaA September 12Feedback
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  Merged: Button to Hide Net Worth

  chiphum 6 views 0 comments 1 point Started by chiphum August 14 Feature Requests
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  Net Worth Report: Group accounts according to the headers in the Accounts List (edited)

  Active Adderdawn 7 views 0 comments 1 point Started by Adderdawn August 13 Feature Requests
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  My net worth achievement badge doesn't match my net worth

  Closed sarahw 67 views 12 comments 0 points Most recent by Coach Jon August 8Troubleshooting
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  Net Worth Report: Make each account identifiable in the chart with its own color (edited)

  Active pst 14 views 1 comment 2 points Most recent by RobWilk July 30Feature Requests
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  Net Worth Forecast

  Active ricklamb0810 96 views 2 comments 8 points Most recent by sawilliams July 26Feature Requests
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  The Net Worth report is confusing

  Closed perkin-warbeck 35 views 2 comments 0 points Most recent by Coach Jon July 19Report a Bug
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  Merged: Show Statistics on Graphs

  BlueGrits 6 views 0 comments 1 point Started by BlueGrits July 16 Feature Requests
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  Reports update

  Closed jroseb 17 views 1 comment 1 point Most recent by Coach Natalie July 8Feedback
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  Ability to disable the graph for the Net Worth Report (edited)

  Active the_scottster 50 views 2 comments 1 point Most recent by donnajean July 7Feature Requests
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  Net Worth Report - Accounts aren't listed alphabetically (edited)

  Closed donnajean 27 views 1 comment 0 points Most recent by Coach Kristina July 6Feedback
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  Reports: New Graphs & Info

  Closed BlueGrits 29 views 1 comment 2 points Most recent by Coach Natalie June 25Feedback