Net Worth

Discussion List

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  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  lynchbro 19 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
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  Net Worth Feature: Share your feedback here!

  Announcement Coach Natalie 1.7K views 95 comments 1 point Most recent by Duke0486 March 6Early Access User Feedback
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 513 views 31 comments 40 points Most recent by KP_9 February 27Feature Requests
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  Net worth will not update after adding manual mortgage account

  kingcon1 26 views 3 comments 0 points Most recent by Coach Jon February 24Troubleshooting
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  New Feature Alert: Net Worth!

  Announcement Closed Coach Natalie 534 views 1 comment 2 points Most recent by Coach Natalie February 20Updates From the Product Team
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  Merged: Consider only a Percentage of the Account Balance for Net Worth

  Closed Shibin Ishaque 5 views 0 comments 0 points Started by Shibin Ishaque February 19 Using the Net Worth Feature
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 857 views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 3 views 0 comments 1 point Started by mjrmotion February 13 Feature Requests
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 68 views 3 comments 10 points Most recent by mjrmotion February 13Feature Requests
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 365 views 38 comments 0 points Most recent by jonoruss February 3Troubleshooting
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  Merged: Simplifi New Net Worth View

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

  Closed System 14 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 245 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 30Feedback
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  Net Worth Report: Start tracking balances on the date of opening transaction (edited)

  Active RobWilk 1.6K views 50 comments 94 points Most recent by SRC54 January 28Feature Requests
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  Historical Transactions not updating my net worth

  Closed samlimster 21 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 47 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 14 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 432 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 27 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 Started by Cedo December 2025 Feature Requests
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  Delete Net Worth History? (edited)

  Closed lynchbro 15 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 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests
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  Add Ability to Print Formatted Net Worth Statements (edited)

  Active RJE1999 58 views 4 comments 8 points Most recent by JagPres2 October 2025Feature Requests
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 11 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 82 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 52 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 44 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 3 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback