Using Savings Goals

Discussion List

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  Savings Goal Match Account Balance

  SuperSolidSam 20 views 2 comments 0 points Most recent by RobWilk March 31
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  Feature request: allow non-bank accounts to be used for Goals

  Karim Benbourenane 27 views 2 comments 0 points Most recent by Karim Benbourenane March 30
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  Savings goal won’t let me contribute to IRA?

  Answered ✓ Closed ethanwalker98 32 views 1 comment 0 points Most recent by Flopbot March 16
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  Savings Goal Doesn't Update

  Answered ✓ Closed srgnesbitt 41 views 2 comments 0 points Most recent by Flopbot March 9
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  Savings Goals Woes

  Closed cowboydude99 89 views 11 comments 0 points Most recent by Flopbot March 8
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  Brokerage Accounts not an option for Savings Goals (edited)

  Closed JRoz 27 views 1 comment 0 points Most recent by UrsulaA March 4
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  how to create custom goals with account different than savings

  Answered ✓ Closed oscarh 22 views 1 comment 0 points Most recent by UrsulaA February 27
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  How do I manually contribute to a goal?

  Answered Closed Lucas 32 views 2 comments 0 points Most recent by Lucas February 24
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  Can savings goal contributions come from brokerage accounts?

  Answered ✓ Closed Maurice 29 views 1 comment 0 points Most recent by UrsulaA February 23
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  Savings Goals - Contribution amount incorrect (edited)

  Answered ✓ Closed cowboydude99 48 views 5 comments 0 points Most recent by cowboydude99 February 17
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  No Automated Way to Contribute to Savings Goals (edited)

  Closed Diver4242 40 views 1 comment 0 points Most recent by UrsulaA February 16
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  View past Saving Goals Contributions and Withdrawls

  Closed Max1223 41 views 2 comments 0 points Most recent by Max1223 February 15
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  How to handle withdrawing from a goal to pay a large bill?

  Answered ✓ Closed cowboydude99 48 views 2 comments 0 points Most recent by cowboydude99 February 6
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  How to spend one-time savings goals?

  Answered ✓ Closed Dave5150 38 views 2 comments 0 points Most recent by Dave5150 January 29
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  Savings Goals: Additional Monthly Contribution

  Answered ✓ Closed Pchamb1998 56 views 2 comments 0 points Most recent by Coach Natalie January 18
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  Is it possible to see specific savings goals under account list?

  Answered ✓ Closed AlexM 61 views 2 comments 0 points Most recent by Coach Natalie January 18
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  How to account for large annual expenses?

  Answered ✓ Closed llamafilm 163 views 9 comments 0 points Most recent by RobWilk January 16
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  Confusion setting up Goals - Bad math?

  Closed Dave5150 90 views 13 comments 0 points Most recent by Dave5150 January 13
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  Goal "Saved So Far" Not Updating

  Closed aolafsson 72 views 9 comments 0 points Most recent by Coach Natalie January 11
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  Saving goal from checking to savings

  Answered ✓ Closed Phil61 49 views 1 comment 0 points Most recent by ajbopp January 5
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  Ability to Link to a transaction when using Withdrawal from savings goal?

  Answered ✓ Closed michfromflorida 65 views 1 comment 0 points Most recent by UrsulaA January 3
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  Using Savings Goal to plan for a large bill payment

  Closed Jad 129 views 4 comments 1 point Most recent by Coach Natalie December 2023
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  Target date and amount auto adjust?

  Answered ✓ Closed GigaFusion 29 views 1 comment 0 points Most recent by ajbopp December 2023
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  Including investments from in goals

  Closed DocLouis 45 views 1 comment 0 points Most recent by Coach Natalie December 2023
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  Can I link expenditures to a goal that has been reached?

  Answered ✓ Closed Tally Tim 35 views 1 comment 0 points Most recent by DannyB December 2023
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  New to Simplifi. Thoughts and Questions about Savings Goals

  Closed Glimmer3721 260 views 8 comments 0 points Most recent by Flopbot November 2023
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  Is there a way to automate monthly contribute to savings goal?

  Answered ✓ Closed FutureEye 95 views 7 comments 0 points Most recent by Coach Natalie November 2023
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  Spending Plan and ER purchases

  Answered ✓ Closed Humanleg86 52 views 3 comments 0 points Most recent by Flopbot November 2023
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  include investments in goals

  Closed knausssss 44 views 1 comment 0 points Most recent by Coach Kristina November 2023
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  Ability to select any account type for a savings goal

  Closed dkelleybrew 44 views 1 comment 1 point Most recent by Coach Natalie November 2023