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Same, I've stopped using Savings Goals as it just wasnt working for me. As I recall, one of the bigger things for me was not seeing any kind of register of transactions going in and out of the Goal. Felt it lacked information and history and not tied enough to real accounts and transactions.

I like the analogy of opening a Savings account at a bank, putting money and using it when I hit the goal. The deposits and withdrawals and Spend is all there in a register.

Ideally QS would have a similar system that tapped into an existing account, eliminating the need for me to open a real account at a bank. Then show all the transactions linked to the real and Savings Goal account.

I'm a long time Quicken Desktop user who made the mistake of moving to Quicken Simplify. I made the move at the time because I wanted access from everywhere, modern interface, not having to worry about backups, etc. I used Simplify for a year and the lack of transparency in Savings Goals (being able to see the register) is what pushed me to move back to Quicken Desktop. I'm thrilled now that I'm back on Quicken Desktop, but changing platforms was a big undertaking and huge time sink. I've had times on Simplifi where a savings goal would get out of wack and when you can't view the register, it makes it impossible to resolve.

I would still like the option to easily add the reminder as a transaction. When I click on the reminder, options show, and in the options i can click "ADD as A Transaction" and it is added as a transaction. And maybe each reminder colour may change or in the upcoming text will change to paid and green.

The navigation panel (on the web) seems to be much wider than it needs to be. There is a large gap between the name of the section (like Planned Spend) and the dollar amount.

That horizontal space could be better used in the transaction/reminder listing panel.

One single data point, FWIW…

I just spent my weekly 45 minutes helping an 85-year-old relative use Simplifi. (This relative has had a lot of difficulty staying on top of her finances. I introduced her to Simplifi 3 months ago as a last ditch effort.)

She has had difficulty grasping the point of the Spending Plan up to now, but the new layout seemed to make it much easier for her to follow. (Although today's new topic, Savings Goals, is still a bit mysterious.)

As we went over the Spending Plan, suddenly she said, "Oh, I see. You start with this, and then you take out this this and this, and you end up with this."

And I said a silent "Hallelujah!"

The overspent number above is entirely inaccurate!