Net Worth

Discussion List

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  Net worth report not matching All accounts net worth

  Closed EMAW_fan 106 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
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  "No Data Available" in the Net Worth report for Mobile (edited)

  Closed rjg5060 45 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
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 93 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 239 views 20 comments 1 point Most recent by Coach Jon June 2025Report a Bug
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  Net worth discrepancy

  Closed lwyman 63 views 3 comments 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Feature Questions & Feedback

  Closed arknemsis 58 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback
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  Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

  Active RobWilk 12 views 0 comments -1 point Most recent by RobWilk April 2025Feature Requests
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  Net Worth Report

  Answered ✓ Closed Adanac 159 views 12 comments 0 points Most recent by Adanac March 2025Using Reports
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  How to track net worth over time? (edited)

  Answered ✓ Closed Olio 31 views 1 comment 0 points Most recent by RobWilk March 2025Getting Started
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  What's the proper way to track changes in private stock value over time? (edited)

  Answered ✓ Closed PaleBlueDot67 28 views 1 comment 0 points Most recent by Coach Jon March 2025Investments
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  Merged: Enhance net worth report visibility

  Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests
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  % on spending--------Net Worth Goals

  Closed Sam47889 11 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback
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  Future Net Worth - Allow an end date in the future on the Net Worth Report

  Active Jeannette 12 views 0 comments 1 point Most recent by Jeannette January 2025Feature Requests
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  "Available to spend"

  Closed Timxxx 32 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 84 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 145 views 11 comments 1 point Most recent by Coach Natalie December 2024Report a Bug
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  Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

  Active S Rainsford 43 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests
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  Interactive graphs to track cash flow, net worth and other metrics (edited)

  Active Dafelhandler 16 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 14 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 35 views 4 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
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  Dashboard - net worth

  Closed Dafelhandler 28 views 2 comments 0 points Most recent by Coach Natalie October 2024Feedback
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  Net Worth Report: List the account table by columns (edited)

  Active BHazeltine 13 views 1 comment 1 point Most recent by Coach Natalie October 2024Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 18 views 2 comments 2 points Most recent by pst October 2024Feature Requests
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  Net Worth Report does not show liabilities

  Closed bridgex6 280 views 33 comments 1 point Most recent by Coach Natalie October 2024Troubleshooting
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  Merged: Net Worth Pie-Chart/Mountain Lines

  Closed LakGoy 1 view 0 comments 1 point Most recent by LakGoy October 2024Feature Requests
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  Merged: Toggle to show values upfront instead of having to hover to see the numbers

  Closed frangkee 1 view 0 comments 1 point Most recent by frangkee September 2024Feature Requests