Ability to edit the Tags tied to active Savings Goals (edited)

Thaddeous

Just as name states… no way to edit the Title of Auto-Populated Goal Tags. Needs to be editable.

Coach Natalie

@Thaddeous, thanks for posting your suggestion to the Community!

It looks like editing or deleting a tag created from an active Savings Goal is prevented, since the tag is tied directly to the goal. I received a specific message when attempting to delete a tag associated with one of my goals, which points to this specific design:

With that, I have edited the title of this request to make it clearer what you're looking for. That way, we can gather votes and use cases from other users who would like to edit the tags tied to active Savings Goals.

I hope this helps!

DryHeat

@Coach Natalie

Do the undeletable Tags associated with Savings Goals serve any special purpose?

For example, does tagging a transaction with such a Tag do anything with regard to the Savings Goal? Like attach it to the Goal in some way? So far, I haven't found anything to indicate why Simplifi creates and protects these goals.

(I couldn't find a mention of these special Tags in the help docs on Savings Goals. The only place I find them mentioned is a note in the Tags docs that says you can't edit for delete them.)

Coach Natalie

@DryHeat, as far as I know, they are a way to associate the transaction with a contribution or withdrawal for that goal. Since users can run reports on tags, they can see which transactions are associated with the goal, etc.

I hope this adds some insight!

DryHeat

@Coach Natalie

Ok… so it they are pretty much like regular user-created Tags then. No special powers.