Savings Goals Enhancements Survey Update and Top 10 Ideas

UrsulaA

From the post below

Survey of Savings Goals Enhancement Ideas & Suggestions — Simplifi (simplifimoney.com)

Completed Requests

• Fully funded (completed) SG to remain visible in the Dashboard until money is spent on the goal.
• Ability to mark a SG complete and then have any unused funds released back to "Available" in the Account the funds were saved in.
• Ability to close out a completed SG and archive or delete the completed Goal
• Contribute to SGs from investment accounts

Top 10 Requests

Link from Transaction to 'take from' Savings goal (1 Merged Vote) - Page 2 — Simplifi (simplifimoney.com)

Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes) - Page 2 — Simplifi (simplifimoney.com)

Savings Goal Contributions should reflect on Projected Cash Flow graph (2 Merged Vote) — Simplifi (simplifimoney.com)

Savings Goals should add back to the Spending Plan when used (2 Merged Votes) — Simplifi (simplifimoney.com)

Ability to Rearrange or Sort Savings Goals (edited) (simplifimoney.com)

Ability to link or tie Savings Goals contributions/withdraws to transactions (edited) (simplifimoney.com)

Allow Savings Goals to have full functionality of other accounts (simplifimoney.com)

Pool Savings Accounts for Savings Goals Contributions (edited) (simplifimoney.com)

Ability to See and Edit Savings Goal Contributions and Withdraws [edited] (1 Merged Vote) (simplifimoney.com)

Retirement Savings Goal/Planner (edited) (simplifimoney.com)