Net Worth

Discussion List

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  Net Worth Feature: Share your feedback here!

  Announcement Coach Natalie 3.5K views 151 comments 1 point Most recent by Coach Matthew May 4Feedback
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  Net Worth: Add a toggle to "include all accounts" in the View Included Accounts screen (edited)

  Active Oleksander 13 views 0 comments 4 points Started by Oleksander April 27 Feature Requests
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  4

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

  Active pst 11 views 3 comments 4 points Most recent by light April 23Feature Requests
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  Net Worth Dashboard Card: Add the Asset/Liability Breakdown (edited)

  gerard143 11 views 1 comment 1 point Most recent by Coach Natalie April 8Feature Requests
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  New Feature Alert: Net Worth!

  Closed Coach Natalie 726 views 2 comments 2 points Most recent by Coach Natalie March 27Updates From the Product Team
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 82 views 5 comments 13 points Most recent by RobWilk March 25Feature Requests
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  Closed jonoruss 441 views 42 comments 0 points Most recent by Coach Jon March 23Troubleshooting
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  Manual asset market value linked to account creation and not "Opening Balance" date (edited)

  Closed ryanoldja 32 views 1 comment 0 points Most recent by Coach Jon March 18Troubleshooting
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  40
  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Completed Closed Jbenz 566 views 32 comments 40 points Most recent by Coach Natalie March 18Feature Requests
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  Simplifi net worth graph Y-axis broken

  Closed matthew.martin_x 12 views 1 comment 0 points Most recent by Coach Natalie March 18Troubleshooting
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  Manual Real Estate Accounts Historical Data

  Closed ericksonjb 21 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts
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  2
  Ability to disable the graph for the Net Worth Report (edited)

  Completed Closed the_scottster 61 views 4 comments 2 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Completed Closed System 31 views 3 comments 4 points Most recent by Coach Natalie March 10Feature Requests
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  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  Closed lynchbro 21 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
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  Net worth will not update after adding manual mortgage account

  Closed kingcon1 34 views 3 comments 0 points Most recent by Coach Jon February 24Troubleshooting
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  Merged: Consider only a Percentage of the Account Balance for Net Worth

  Closed Shibin Ishaque 1 view 0 comments 0 points Most recent by Shibin Ishaque February 19Using the Net Worth Feature
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 900 views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 1 view 0 comments 1 point Most recent by mjrmotion February 13Feature Requests
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  Merged: Simplifi New Net Worth View

  Closed Ellisd62 1 view 0 comments 0 points Most recent by Ellisd62 February 1Business Reports
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  Can't locate the Net Worth feature or dashboard card in QBP (edited)

  Closed System 12 views 3 comments 0 points Most recent by DryHeat January 30Quicken Business & Personal Feedback
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  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed Closed David P 252 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
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  Merged: Net Worth graph on Dashboard - Y Axis Precision

  Closed alkaboy 31 views 0 comments 0 points Most recent by MishaM January 29Feedback
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.6K views 50 comments 97 points Most recent by SRC54 January 28Feature Requests
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  Historical Transactions not updating my net worth

  Closed samlimster 22 views 1 comment 0 points Most recent by RobWilk January 17Managing Your Transactions
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  Net Worth Report graph is incorrect for Fidelity 401k account (edited)

  Closed Rob5527 51 views 5 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Show net worth change over time with graph

  Closed codyhaven 12 views 1 comment 1 point Most recent by Coach Natalie January 2Using Reports
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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 451 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests
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  No "Keep this account separate" in Quicken Simplifi

  Closed sgordet 21 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 11 views 0 comments 1 point Most recent by Cedo December 2025Feature Requests
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  Delete Net Worth History? (edited)

  Closed lynchbro 11 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts