Ability to contribute to Savings Goals from the 'By Account View' tab (edited)

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txp
txp Member ✭✭
edited December 2021 in Feature Requests
While viewing Savings Goals from 'By Account View', it would be nice to be able to apply funds to a goal(s) without needing to first navigate to the 'Goals View'.
2 votes

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited May 2022
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    Hey everyone!

    This Idea needs some love! If you think that having the ability to contribute to your Savings Goals when viewing them 'By account' would make things a little bit easier for you, please be sure to add your vote. :smiley:

    -Coach Natalie
  • DannyB
    DannyB Superuser ✭✭✭✭✭
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    This would helpful :) , but being able to set up automatic contributions would be even more helpful :smiley:
    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
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    I would vote for allowing 'recurring transactions' to tie to savings goals.  i.e. if i know my recurring transaction will deposit $100 to savings, optionally allocate that $100 to 'savings goal x' whatever it is.


    Rob Wilkens