You previously supported the ability to add funds from investment and other accounts to savings goals. Currently, when contributing to a goal, you must enter the contribution amount and select the “Take from account” option to specify where the funds will come from.
I understand the importance of linking savings goals to actual accounts to accurately track real funds. However, it has been frustrating to see my past contributions from investment accounts still reflected in my goals, even though the ability to add them has been removed. As it stands now, contributions are only supported from Checking, Savings, or Other Banking account types—not from Credit, Loan, or Investment accounts.
Many users, including myself, have investment accounts intentionally set up for savings purposes. Others may even have physical cash savings, such as a piggy bank at home. Savings goals require linking to an account because they separate goal contributions from your available balance, making it clear what funds are earmarked for goals versus what’s available to spend. This system works well, but without a way to account for alternative savings sources, it leaves a gap.
I believe adding a manual entry option for cash savings or other savings types would be very helpful. It would allow users to track all of their savings in one place, without restricting others who prefer to link only actual accounts. This would make the feature more inclusive and practical for a broader range of users. Without this flexibility, the goals section risks feeling incomplete or even unusable for those with savings kept outside of the supported account types.
