Net Worth

Discussion List

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  "Other Loan" accounts missing from the Net Worth Report

  System 11 views 2 comments 0 points Most recent by Coach Jon October 18Report a Bug
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  [UPDATED] 6/17/24: "Other Asset" accounts missing from Net Worth Report

  Announcement Coach Natalie 373 views 3 comments 0 points Most recent by Coach Natalie October 18Known Product Issues
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  15

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

  Active SimpliJSHL 178 views 2 comments 15 points Most recent by cweiland October 17Feature Requests
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  1

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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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  529 Plan Account Type Not Included in Net Worth Report (edited)

  Snipes 20 views 4 comments 1 point Most recent by Coach Natalie October 11Report a Bug
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 513 views 9 comments 13 points Most recent by lldeep October 7Feature Requests
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  Net Worth Report does not show liabilities

  bridgex6 171 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 163 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 26 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 11 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 65 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 16 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 26 views 1 comment 0 points Most recent by Coach Kristina July 6Feedback
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 220 views 13 comments 23 points Most recent by KP_9 July 1Feature Requests
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  Day by Day Net Worth Tracking on Reports

  Closed dsiroin10 21 views 1 comment 1 point Most recent by Coach Jon June 26Using Reports
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  Reports: New Graphs & Info

  Closed BlueGrits 26 views 1 comment 2 points Most recent by Coach Natalie June 25Feedback
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 967 views 33 comments 74 points Most recent by Bernardo June 20Feature Requests
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  Why is Net Worth ignoring new debt transaction?

  Answered ✓ Closed UghJustLetMeReadNow 59 views 3 comments 0 points Most recent by UghJustLetMeReadNow June 18Using Reports
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 32 views 2 comments 4 points Most recent by Coach Natalie June 10Feature Requests
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  How to Quickly Compare Planned Spending Against Net Worth to Assess Capital Needs?

  Closed ettedo2000 27 views 1 comment 0 points Most recent by DannyB June 10Using the Spending Plan
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  Net Worth Report doesn't match balance for mortgage account after importing history

  System 149 views 16 comments 1 point Most recent by Coach Jon May 30Report a Bug