Net Worth

Show net worth change over time with graph

Closed codyhaven 16 views 1 comment 1 point Most recent by Coach Natalie January 2Using Reports

27

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

Active SimpliJSHL 452 views 4 comments 27 points Most recent by rmarcus88 December 2025Feature Requests

No "Keep this account separate" in Quicken Simplifi

Closed sgordet 23 views 1 comment 0 points Most recent by Coach Jon December 2025Feedback

1

Ability to add gross assets for net worth tracking (edited)

Active Cedo 13 views 0 comments 1 point Most recent by Cedo December 2025Feature Requests

Delete Net Worth History? (edited)

Closed lynchbro 15 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts

Merged: Hide Net Worth and Related Fields

Closed jak339 1 view 0 comments 1 point Most recent by RobWilk November 2025Feature Requests

8

Add Ability to Print Formatted Net Worth Statements (edited)

Active RJE1999 64 views 4 comments 8 points Most recent by JagPres2 October 2025Feature Requests

Manual Loan - How do I end it?

Answered ✓ Closed toddschwartz11 12 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts

Net worth report not matching All accounts net worth

Closed EMAW_fan 129 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal

"No Data Available" in the Net Worth report for Mobile (edited)

Closed rjg5060 42 views 7 comments 0 points Most recent by rjg5060 July 2025Report a Bug

When you know you are wealthy

Closed SRC54 53 views 5 comments 1 point Most recent by RobWilk July 2025The Water Cooler

Allow Custom Y-Axis Scaling for Net Worth Charts

Closed RJE1999 6 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback

Static Value for Manually Added Stock Holdings in Net Worth Report

Closed rosachin21k 92 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug

Net Worth Report doesn't match balance for mortgage account after importing history

Closed System 248 views 20 comments 1 point Most recent by Coach Jon June 2025Report a Bug

Net worth discrepancy

Closed lwyman 64 views 3 comments 0 points Most recent by Coach Jon June 2025Troubleshooting

Feature Questions & Feedback

Closed arknemsis 52 views 4 comments 0 points Most recent by Coach Natalie May 2025Feedback

-1

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

Net Worth Report

Answered ✓ Closed Adanac 174 views 12 comments 0 points Most recent by Adanac March 2025Using Reports

How to track net worth over time? (edited)

Answered ✓ Closed Olio 34 views 1 comment 0 points Most recent by RobWilk March 2025Getting Started

What's the proper way to track changes in private stock value over time? (edited)

Answered ✓ Closed PaleBlueDot67 36 views 1 comment 0 points Most recent by Coach Jon March 2025Investments

Merged: Enhance net worth report visibility

Closed leothemack 1 view 0 comments 1 point Most recent by leothemack February 2025Feature Requests

% on spending--------Net Worth Goals

Closed Sam47889 11 views 1 comment 1 point Most recent by Coach Natalie January 2025Feedback

1

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

2

Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

Active S Rainsford 42 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests

2

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

Active Dafelhandler 13 views 1 comment 2 points Most recent by dougfresh November 2024Feature Requests

Net Worth

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