Saving Goals contribution as a transaction?

nunuyorker Member
edited December 2021 in Savings Goals
Hi, I'm testing out simplifi. I noticed that saving goals contribution isn't listed as a transaction. Because of that, reports aren't showing saving goals contribution. Why is that?

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @nunuyorker,

    Thanks for posting!

    To clarify, Savings Goals are a mock scenario. Since Simplifi doesn't actually take money from your account(s) to place into your Savings Goal(s), having a transaction for a contribution simply doesn't apply to this tool. You can find more details regarding Savings Goals outlined here and here

    You may consider creating an Idea requesting that Savings Goals contributions show as transactions, so that other Users can vote on it, and our Product Team can review how many people would like to see this change implemented in Simplifi.

    I hope this helps! :smile:

    Coach Natalie
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