Linking Savings goal to transactions

lynchbro

Is there way to link a transaction to a savings goal to auto update the goal?

And is there a way to then update the spending plan accordingly?

Coach Kristina

Hello @lynchbro,

Thank you for reaching out! Currently, the ability to link a transaction to a savings goal does not exist in Quicken Simplifi. For more information, please see this article on Savings Goals:

https://support.simplifi.quicken.com/en/articles/3676756-using-quicken-simplifi-s-savings-goals#h_485347d324

There is currently an Idea post asking for that functionality to be added. Please review the Idea linked below, and add your vote + a comment if it's something you'd like to see implemented in the future:

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

Savings goals do currently reflect in the Spending Plan. If you're wanting to see the way they reflect changed, then you may want to create a new Idea post detailing what you'd like to see. For information on creating a new Idea, please reference the post linked below:

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

Thank you!