New Report/Graph that shows % of Change in Net Worth

Jeff76

I would like to suggest an enhancement to the Net Worth report section which shows my aggregate percentage of change in net worth over a period of time. Yes, Quicken shows me my net worth at a period of time and I can look at a graph, but what it does not tell me is how (in percentage terms) my net worth has changed over that period of time. For instance say my net worth increased 12% between 2000-2008. Then between 2008-2010 it decreased 10%. I still need to use spreadsheet to plug in my net worth at the end of each of those 10 years to see my aggregate percentage of change in net worth over that period of time. This information is very useful for planning purposes. Once you know your rate of change it is much easier to project when you will hit a target number.

I suggest a canned report built in Quicken that shows something like this:

Year	$ Change	Year End Net Worth	% Change
2017	$50,000	$150,000
2018	$30,000	$180,000	20.00%
2019	$20,000	$200,000	11.11%
2020	$30,000	$230,000	15.00%
2021	-$10,000	$220,000	-4.35%
2022	$40,000	$260,000	18.18%
2023	-$20,000	$240,000	-7.69%
Net Worth Goal		$300,000	25.00%
Years to reach Goal/ %/Yr	4	Past 7 yr Ave	5.99%
Goal Year/ Total %	2027
$ to Reach Net Worth Goal	$60,000	Aggregate	7.00%

Thank you for your consideration.

Jim_Harman

There is considerable discussion on this topic here

https://community.quicken.com/discussion/7940032/aggregate-percent-of-change-of-net-worth