Using Savings Goals

Discussion List

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  How to account for large annual expenses?

  Answered ✓ Closed llamafilm 595 views 9 comments 0 points Most recent by RobWilk January 16
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  Confusion setting up Goals - Bad math?

  Closed Dave5150 134 views 13 comments 0 points Most recent by Dave5150 January 13
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  Goal "Saved So Far" Not Updating

  Closed aolafsson 150 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 140 views 1 comment 0 points Most recent by UrsulaA January 3
• 
  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
• 
  Including investments from in goals

  Closed DocLouis 44 views 1 comment 0 points Most recent by Coach Natalie December 2023
• 
  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 401 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 126 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. 245 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 119 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 289 views 5 comments 1 point Most recent by Flopbot July 2023
• 
  Tell us about your Savings Goals!

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