Overview
The Net Worth feature gives you a clear view of your overall financial position by combining your assets and liabilities in one place. You can track how your net worth changes over time and see how individual accounts contribute to those changes.
Note: Net Worth tracking begins when you start using Quicken Simplifi or when an account is first added. To add historical account balances from before that time, use the Account Balance History Import tool.
Accessing the Net Worth Feature
Tap the Menu (three-line) icon in the upper-right corner, then select Net Worth.
You can also access the Net Worth feature directly by selecting the Net Worth tile on your Dashboard.
Net Worth Feature Attributes
The Net Worth feature includes the following views and attributes:
Net Worth Over Time
Displays your net worth across preset time ranges, including 1M, 3M, 6M, 1Y, 5Y, QTD, YTD, and All.
Displays data points by day or month, depending on the selected time range.
Account Inclusion
Choose which accounts are included in your 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 shows your Assets, Debt, and Net Worth for each period.
Viewing Preferences
Choose whether to display cents.
Set the graph to start at $0 or use a zoomed view.
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, showing how your liabilities compare to your assets.
Asset and Debt Breakdown
Provides a breakdown of your Assets and Debt.
View the breakdown by dollar amount or percentage.
If you're looking for specific steps for the Web App, please refer to our article on Using the Net Worth Feature.
If you have any questions about Quicken Simplifi, our support team is here to help.