Net Worth

Discussion List

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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 681 views 12 comments 13 points Most recent by Anonymous_Stranger July 6Feature Requests
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  3

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  Add Ability to Print Formatted Net Worth Statements (edited)

  Active RJE1999 21 views 2 comments 3 points Most recent by SRC54 July 1Feature Requests
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  31

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

  Active Jbenz 351 views 22 comments 31 points Most recent by RJE1999 June 26Feature Requests
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  Allow Custom Y-Axis Scaling for Net Worth Charts

  RJE1999 1 view 1 comment 0 points Most recent by Coach Natalie June 26Feedback
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  rosachin21k 72 views 10 comments 0 points Most recent by Coach Jon June 16Report a Bug
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  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 182 views 20 comments 1 point Most recent by Coach Jon June 11Report a Bug
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  Net worth discrepancy

  lwyman 21 views 3 comments 0 points Most recent by Coach Jon June 10Troubleshooting
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  84

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

  Active RobWilk 1.2K views 42 comments 84 points Most recent by madmoondog June 4Feature Requests
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  Feature Questions & Feedback

  Closed arknemsis 31 views 4 comments 0 points Most recent by Coach Natalie May 14Feedback
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  -2

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

  Active RobWilk 11 views 0 comments -2 points Started by RobWilk April 15 Feature Requests
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  Net Worth Report

  Answered ✓ Closed Adanac 92 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 ✓ Closed Olio 21 views 1 comment 0 points Most recent by RobWilk March 21Getting Started
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  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ Closed PaleBlueDot67 11 views 1 comment 0 points Most recent by Coach Jon March 4Investments
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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 11 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 201 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 61 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 112 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 41 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests
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  1

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  Interactive graphs to track cash flow, net worth and other metrics (edited)

  Active Dafelhandler 11 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 11 views 2 comments 0 points Most recent by Coach Natalie October 2024Feedback
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  1

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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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  18

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

  Active SimpliJSHL 301 views 2 comments 18 points Most recent by cweiland October 2024Feature Requests
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  2

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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 11 views 2 comments 2 points Most recent by pst October 2024Feature Requests