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More functionality to Savings Goals

Jessica A

Savings Goals need a makeover.

It would be nice in the Spending Plan that the "Goals" could be renamed to Savings - showing money going into and out of Savings. If a month went negative in spending it should prompt you to pull from a savings goal to balance.

I think the "Saving Goals" sections should show the same things that "Watchlists" show - YTD contributions and deductions and opening them would show linked transactions (by tag, category, payee, etc.)

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Savings Goals

Comments

Coach Natalie

@Jessica A, thanks for posting your suggestions to the Community!

I went ahead and moved this out of Feature Requests, as you want to outline just one suggestion per Idea post in accordance with our guidelines here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

With that, we do have a couple of existing requests that cover part of what you mentioned. Please be sure to add your vote and feedback, and then follow them for updates!

https://community.simplifimoney.com/discussion/2091/ability-to-see-and-edit-savings-goal-contributions-and-withdraws-edited-1-merged-vote

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

I hope this helps!

DannyB

Hi @Jessica A

If you do a bit of searching in the forum, you will discover that there are quite a few feature requests for improving or as you put it, giving Savings Goals a makeover, in addition to the two requests @Coach Natalie linked to above. Adding you vote to any and all can help keep this desire of the community to see more powerful functionality for SGs alive and hopefully at the forefront of the QS development teams consciousness.