Overview
Balances can change from day to day, making it hard to tell if your money is growing or shrinking. To help you better understand your progress, we've introduced the Balance Over Time feature.
From the moment you add your account, Quicken Simplifi starts tracking your investment balances to provide you with a historical reference. We'll continue maintaining your balance history until you delete your account(s).
Things to Note
When adding an investment account in Quicken Simplifi, the graph shows the past 30 days’ data based on current holdings and market values. To identify estimated versus actual amounts, click the graph and check the tooltip—estimated balances are labeled "estimated."
How to Access Balances Over Time
Tap the Menu (three-line icon).
Select Investments.
Tap the Balance tab.
Filter the Balance Over Time View
You can filter the Balance Over Time view by individual investment accounts and customize the time range used.
Once you've accessed the Balance Over Time tab, you can filter by using the drop-down menus at the top of the graph.
If you're looking for steps specific to the web app, please see our article Investing: Balance Over Time.
If you have any questions or need help using the investment features in Quicken Simplifi, reach out to our support team. Or start a live chat by tapping on the blue messenger icon in the bottom-right corner of the screen.