Be able to link transactions to your goals

BrittLew

As of right now, the contribution to a goal is manual but it would be more efficient to have it automatically done by linking a recurring transfer or transaction. That way we could see our financials goal grow in a meaningful way.

UrsulaA

There is an idea post for this, vote for it

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

I use the savings goal tag (automatically created by Simplifi when a goal is set up) to tag transactions that contribute to the goal. Then, I filter the transactions that contribute to the goal by tag to see quickly how much I contributed to the goal.