Moving Money Between Goals

TheReal702
TheReal702 Member ✭✭✭
edited December 10 in Using Savings Goals

If I have multiple goals set up, is it possible to move money from one goal to different goal?

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Best Answer

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    edited November 10 Answer ✓

    You can't make a "direct transfer" so to speak between SGs.

    What you can do is:

    • go to the Goals page
    • click on the 3 dot menu for the SG you want to take funds from
    • select "Withdraw from goal"
    • select "Withdraw for another purpose"
    • fill out the Withdraw form - amount to withdraw and which account to draw from if required.
    • click on "Withdraw"

    This will "move" funds from that SG and make them available in the bank account you withdrew from and now you can use the contribute to goal process for the SG you want to add these funds to.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer

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