Using Savings Goals

Discussion List

• 
  Confusion setting up Goals - Bad math?

  Closed Dave5150 130 views 13 comments 0 points Most recent by Dave5150 January 13
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  Goal "Saved So Far" Not Updating

  Closed aolafsson 145 views 9 comments 0 points Most recent by Coach Natalie January 11
• 
  Saving goal from checking to savings

  Answered ✓ Closed Phil61 57 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 132 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 180 views 4 comments 3 points Most recent by Coach Natalie December 2023
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  Including investments from in goals

  Closed DocLouis 44 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 36 views 1 comment 0 points Most recent by DannyB December 2023
• 
  New to Simplifi. Thoughts and Questions about Savings Goals

  Closed Glimmer3721 394 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 106 views 7 comments 0 points Most recent by Coach Natalie November 2023
• 
  Spending Plan and ER purchases

  Answered ✓ Closed Humanleg86 53 views 3 comments 0 points Most recent by Flopbot November 2023
• 
  include investments in goals

  Closed knausssss 46 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 43 views 1 comment 1 point Most recent by Coach Natalie November 2023
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  Withdrawal for Goal

  Closed ellinj 125 views 4 comments 0 points Most recent by DannyB October 2023
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  Partial contributions to Savings Goals

  Answered ✓ Closed DannyB 65 views 1 comment 0 points Most recent by Coach Natalie September 2023
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  Savings Goals Contributions Editing (edited)

  Closed Mark H. 240 views 5 comments 0 points Most recent by pawebb August 2023
• 
  How does making a withdrawal affect this months contributions for the month?

  Answered ✓ Closed DannyB 95 views 4 comments 0 points Most recent by DannyB July 2023
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  (Once again...) How do I account for a partial transaction coming from a Savings Goal?

  Answered ✓ Closed myllanac 77 views 3 comments 0 points Most recent by Coach Natalie July 2023
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  How do I cancel/end savings goal after the money is already spent without inflating acct balance?

  Answered ✓ Closed ewalkerc 117 views 1 comment 0 points Most recent by DannyB July 2023
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  Reflections on using Savings Goals to handle non-monthly/annual/semiannual expenses

  Closed DannyB 283 views 5 comments 1 point Most recent by Flopbot July 2023
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  Annual recurring savings goals

  Answered ✓ Closed Carl274 112 views 1 comment 0 points Most recent by Flopbot June 2023
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  I Blew Up My Savings Goals - How would you deal with it?

  Answered ✓ Closed ajbopp 124 views 4 comments 0 points Most recent by ajbopp April 2023
• 
  Unable to set Savings Goal Account

  Closed RobWilk 99 views 2 comments 1 point Most recent by RobWilk April 2023
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  Savings Goals Report

  Answered ✓ Closed ajbopp 112 views 7 comments 3 points Most recent by Flopbot March 2023
• 
  Tell us about your Savings Goals!

  Closed Coach Natalie 122 views 3 comments 0 points Most recent by Coach Nicole October 2021