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Some active goals show up in my spending plan as having $0 monthly contributions (edited)

Jerrod

This is a continuation of the recent discussion. Currently, my savings goals are properly categorized as active and complete, but some of the active goals show up in my spending plan as having $0 monthly contributions. For example:

Additionally, totals for some individual savings goals when viewed "by goal" are different than when viewed "by account". The overall total for all goals appears correct.

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Spending Plan

Savings Goals

Comments

Coach Jon

Hello @Jerrod

Thanks for letting us know! We have reported this issue to our product team, and they are currently working on a resolution. Please be sure to keep us updated and let us know if the issue is still occurring for you on Monday.

QCS-23125

Jerrod

Just following up and letting you know I am still experiencing the same issue. Thanks.

Coach Jon

Hello @Jerrod,

Thanks for the update! Our product team is still working on a resolution at this time. In the meantime, be sure to follow the alert for this known issue if you haven't already.

https://community.simplifimoney.com/discussion/15487/updated-1-30-26-duplicated-or-0-balance-in-manual-or-asset-accounts-and-savings-goals

Jerrod

Figured out what was going on with the spending plan. Whatever update was done that caused this messed, it reset the monthly contribution amount of most of my active goals to $0. I've fixed that.

The only remaining issue is the goal totals being different when viewing "by goal" vs. "by account".

Coach Jon

Hello @Jerrod,

Thanks for keeping us updated! Glad you got the contribution issue fixed. Can you please share a screenshot showing the differences in views between the "By goal" and "By account" views for you?

Coach Jon

Hello @Jerrod,

I am back with an update from our product team. It looks like a fix was implemented for this issue! Can you please let us know if you are still seeing this issue, or if everything is now working correctly on your side?

Thank you!

Jerrod

Here's a screen shot of some of the goals.

Here's a screenshot of by account:

The totals for camps and income taxes don't equal between views. It is the "by goal" view that provides the accurate amount. And when I try to withdraw from the Camps goal, it uses the total shown in the "by account" view as what is available:

I logged out and signed back in and the above is still occurring.

Jerrod

It's the goal totals only match between the two views on 5 out of 17 goals. It appears that the goal totals from the "by account" view is what is being used as the "max available" for withdrawal.

Jerrod

I tested deleting one of the goals (income taxes). When I do that, it releases the correct amount back into my savings account. I'd rather not have to do that with all the savings goals since it messes up all the past spending plans and tags for previous transactions.

Coach Jon

Hello @Jerrod,

Thank you for the information and screenshots. I let our team know and will follow up with any status updates here.

SIMPL-31867

Jerrod

Just wanted to update you. This morning, I deleted a couple of goals and recreated them. Those new goals had no issues with inconsistencies on availability of funds vs. what I could withdraw. After that the other goals that were experiencing the issue no longer had problems. Don't know if that coincided with someone pushing an update, but things seem to be working properly now.

Coach Jon

Hello @Jerrod,

Thanks for letting us know! I am glad the issue was resolved! Be sure to let us know if you see any more issues in the future.