Savings Goal Does Not Stop in Spending Plan

Paul321
Paul321 Member ✭
edited December 9 in Using the Spending Plan

I have a savings goal for January - March 2025. I just noticed that the goal continues in the spending plan after the target date in March. Is this normal? Am I doing something wrong?

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited December 7

    I believe once you meet a savings goal, it comes off the spending plan, but until it's actually met, it may stay on the spending plan. "Goals" by definition are not concrete (EDIT: meaning a team doesn't go into a sport with a goal of winning and win every game just because they have that goal), so the date you meet them may vary. This is not an official answer - I will say it's "relatively new" (new since i joined) that spending plans could forecast into the future, so maybe this is an area where they can be improved.

    —
    Rob Wilkens

  • Paul321
    Paul321 Member ✭

    @RobWilk Thanks for the answer. That sounds possible. Since the cash flow function does not include everything, I must use the spending plan to see if my budget works. I think I will chat with someone official to verify your suggestion. Thanks.

  • Paul321
    Paul321 Member ✭

    @RobWilk I chatted with a coach, and she said that it is normal behavior for the spending plan to continue until the goal is met. Since the cash flow feature is not very useful and having a spending plan that continues after the target date, do you have any suggestions on how I can see if my budget will work next year?

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