Using Savings Goals

Discussion List

• 
  How do I manually contribute to a goal?

  Answered Closed Lucas 53 views 2 comments 0 points Most recent by Lucas February 2024
• 
  Can savings goal contributions come from brokerage accounts?

  Answered ✓ Closed Maurice 42 views 1 comment 0 points Most recent by UrsulaA February 2024
• 
  Savings Goals - Contribution amount incorrect (edited)

  Answered ✓ Closed cowboydude99 52 views 5 comments 0 points Most recent by cowboydude99 February 2024
• 
  No Automated Way to Contribute to Savings Goals (edited)

  Closed Diver4242 62 views 1 comment 0 points Most recent by UrsulaA February 2024
• 
  View past Saving Goals Contributions and Withdrawls

  Closed Max1223 107 views 2 comments 0 points Most recent by Max1223 February 2024
• 
  How to handle withdrawing from a goal to pay a large bill?

  Answered ✓ Closed cowboydude99 75 views 2 comments 0 points Most recent by cowboydude99 February 2024
• 
  How to spend one-time savings goals?

  Answered ✓ Closed Dave5150 55 views 2 comments 0 points Most recent by Dave5150 January 2024
• 
  Savings Goals: Additional Monthly Contribution

  Answered ✓ Closed Pchamb1998 63 views 2 comments 0 points Most recent by Coach Natalie January 2024
• 
  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 2024
• 
  How to account for large annual expenses?

  Answered ✓ Closed llamafilm 863 views 9 comments 0 points Most recent by RobWilk January 2024
• 
  Confusion setting up Goals - Bad math?

  Closed Dave5150 169 views 13 comments 0 points Most recent by Dave5150 January 2024
• 
  Goal "Saved So Far" Not Updating

  Closed aolafsson 167 views 9 comments 0 points Most recent by Coach Natalie January 2024
• 
  Saving goal from checking to savings

  Answered ✓ Closed Phil61 51 views 1 comment 0 points Most recent by ajbopp January 2024
• 
  Ability to Link to a transaction when using Withdrawal from savings goal?

  Answered ✓ Closed michfromflorida 197 views 1 comment 0 points Most recent by UrsulaA January 2024
• 
  Using Savings Goal to plan for a large bill payment

  Closed Jad 199 views 4 comments 3 points Most recent by Coach Natalie December 2023
• 
  Including investments from in goals

  Closed DocLouis 41 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 31 views 1 comment 0 points Most recent by DannyB December 2023
• 
  New to Simplifi. Thoughts and Questions about Savings Goals

  Closed Glimmer3721 465 views 8 comments 0 points Most recent by Flopbot November 2023
• 
  Is there a way to automate monthly contribute to savings goal?

  Answered ✓ Closed FutureEye 114 views 7 comments 0 points Most recent by Coach Natalie November 2023
• 
  Spending Plan and ER purchases

  Answered ✓ Closed Humanleg86 51 views 3 comments 0 points Most recent by Flopbot November 2023
• 
  include investments in goals

  Closed knausssss 41 views 1 comment 0 points Most recent by Coach Kristina November 2023
• 
  Ability to select any account type for a savings goal

  Closed dkelleybrew 41 views 1 comment 1 point Most recent by Coach Natalie November 2023
• 
  Withdrawal for Goal

  Closed ellinj 132 views 4 comments 0 points Most recent by DannyB October 2023
• 
  Partial contributions to Savings Goals

  Answered ✓ Closed DannyB 61 views 1 comment 0 points Most recent by Coach Natalie September 2023
• 
  Savings Goals Contributions Editing (edited)

  Closed Mark H. 294 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 91 views 4 comments 0 points Most recent by DannyB July 2023
• 
  (Once again...) How do I account for a partial transaction coming from a Savings Goal?

  Answered ✓ Closed myllanac 71 views 3 comments 0 points Most recent by Coach Natalie July 2023
• 
  How do I cancel/end savings goal after the money is already spent without inflating acct balance?

  Answered ✓ Closed ewalkerc 128 views 1 comment 0 points Most recent by DannyB July 2023
• 
  Reflections on using Savings Goals to handle non-monthly/annual/semiannual expenses

  Closed DannyB 313 views 5 comments 1 point Most recent by Flopbot July 2023
• 
  Tell us about your Savings Goals!

  Closed Coach Natalie 121 views 3 comments 0 points Most recent by Coach Nicole October 2021