How can I track and display net worth versus time?

tjones2033
tjones2033 Quicken Windows Subscription Member ✭✭

I used to track my net worth on Quicken. I'd like to be able to do it again,

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The easiest way is to scroll to the bottom of the Accounts bar on the left side of your screen and click on Net Worth.

    For a report, go to Reports > Net Worth & Balances > Net Worth. Set the time period you want and the interval and you should be good to go.

    QWin Premier subscription
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    OR, on the HOME page, you can display a Net Worth graph for a period of your choosing. Mine goes clear across the Q Window and displays over 12 years of data points.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • tjones2033
    tjones2033 Quicken Windows Subscription Member ✭✭

    Net Worth did not appear at the bottom of my "Accounts" list. However, I have the NET WORTH graph on the HOME page.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I need to clarify some terminology here. The "Accounts List" is displayed by clicking TOOLS, Account List (or, it's CTRL-A shortcut). A Net Worth figure has never been displayed there.

    Are you saying that you're not seeing a Net Worth at the bottom of the "Account Bar" (which has a header reading "All Transactions")? What's the last line that's shown in the Account Bar?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 8

    You have the Net Worth graph on the HOME tab (it is also available on the PROPERTY & DEBT tab) and you have been advised as to how to pull up the Net Worth report.

    Yet, you have rejected all those answers provided above. So, please clarify what it is that you want and are trying to accomplish.

    Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The reason you are getting all these responses is that you clicked "No" next to "Did this answer the question?" for each of the answers you received. This causes our responses to be marked "Rejected" and makes those who are trying to help you feel bad.

    QWin Premier subscription
  • tjones2033
    tjones2033 Quicken Windows Subscription Member ✭✭

    OK. I got it now. Thanks