Overview
The Net Worth feature provides a clear view of your overall financial position by combining your assets and liabilities into a single view. It helps you monitor changes in your net worth over time and understand how individual accounts contribute to those changes.
Note: Net Worth tracking begins from the time you start using Quicken Simplifi or from when an account is first added. Historical data from before that time is not included.
Note: The Net Worth feature is currently only available in Early Access.
Accessing the Net Worth Feature
You can access the Net Worth feature in a few different ways, depending on where you’re using Quicken Simplifi:
Web App: Hover over the left panel and select Net Worth.
Mobile App: Tap the menu (three lines) icon in the upper-right corner, then select Net Worth.
Dashboard: You can also view and access the Net Worth feature directly from the Net Worth tile on your Dashboard.
Net Worth Feature Attributes
The Net Worth feature includes the following attributes and views:
Net Worth Over Time
Displays your net worth across preset time ranges, including 1M, 3M, 6M, 1Y, 5Y, QTD, YTD, and All
Data points are shown by day or by month, depending on the selected time range
Account Inclusion
Allows you to customize which accounts are included in the Net Worth calculation
Only selected accounts contribute to the totals shown in the graph and summary values
Graph Views
View your data as Total Net Worth or Assets vs. Debt
The graph visually represents Assets, Debt, and Net Worth for each period shown
Viewing Preferences
Option to hide cents
Ability to scale the graph starting at $0 or use a zoomed view
Option to collapse or expand the graph
Account Changes
Displays the dollar and percentage change for each included account below the graph for the selected time range
Debt to Asset Ratio
Displays a Debt to Asset Ratio on the right side, providing insight into how your liabilities compare to your assets
Asset and Debt Breakdown
Provides a breakdown of your Assets and Debt
Breakdown can be viewed by dollar amount or percentage
If you have any questions about accessing or using Net Worth, let our Support Team know!