Savings Goals Enhancements Survey Update and Top 10 Ideas
UrsulaA
Superuser ✭✭✭✭
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
Ability to Rearrange or Sort Savings Goals (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)
Retirement Savings Goal/Planner (edited) (simplifimoney.com)
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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