Accounting for spending from a Savings Goal

cubanx
cubanx Member
Folks,

Right now, let's say I have $2,000 in a Savings Goal called "Replace Appliances"

I buy a new-to-me used washer, and it costs $500. I don't want that $500 to affect my Spending Plan.

Is the only answer right now to:
1) Toggle "Ignore From Spending Plan"
2) Withdraw $500 from my Savings Goal

Is there an easier way, or is this it?

Thanks!

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @cubanx,

    Thank you for posting your inquiry regarding Savings Goals to the Community!

    Hopefully someone else comes along with some suggestions on how they've handled these types of situations, but yes, we recommend ignoring the transactions from your Spending Plan so that they don't count against you, as well as withdrawing to "spend for the Goal". 

    I hope this helps! :smile:

    -Coach Natalie

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