Make it easier to spend from pre funded savings goals or sinking funds

Bhadam

I find Simplifi bit tricky when it comes to spending from savings goals. I have a sinking fund with about $1,000 saved for my emergency fund, and when I have emergency expenses, I want those costs to come directly out of that fund. Right now, I have to manually withdraw from the goal and then link the expense? That seems confusing and feels like extra work.

It would be really helpful if I could just tag or link the actual expense to the savings goal so the money automatically comes out of that fund and doesn’t affect my regular monthly budget. That way, my budget stays accurate and I don’t have to do extra steps to keep track of what’s left in my sinking fund.

This would make managing sinking funds much easier and save a lot of time. I hope you can consider adding this feature!

Coach Jon

Hello @Bhadam,

Thanks for reaching out and providing this feedback! I found a couple of idea posts that may cover what you're requesting here when it comes to linking transactions to Savings Goals:

https://community.simplifimoney.com/discussion/3104/ability-to-link-or-tie-savings-goals-contributions-withdraws-to-transactions-edited

https://community.simplifimoney.com/discussion/1357/link-from-transaction-to-take-from-or-add-to-savings-goal-1-merged-vote

Let us know if this is what you were looking for!

-Coach Jon