Meeting a Savings Goal removes that goal from the spending plan of the current month

jfposton

When I contribute the final amount to a savings goal, the amount I contributed is removed from the calculated savings goals section of the spending plan. I would expect the savings goal to no longer show up in the next month as the goal has been met. However, I would expect the contributed amount to be included in the calculated savings goal for the month in which it is contributed.

Coach Natalie

Hello @jfposton,

Thank you for taking the time to report this to the Community!

I am seeing the same behavior with 'Completed' Savings Goals in the Spending Plan, and, upon doing some research, found that this is actually by design. I'm not sure why this would be the intended behavior, as I personally would like for my current month contributions to be counted against my current month's Spending Plan. If I made a contribution that month, I want to see it counted against my spending funds, completed Goal or not.

With that being said, I have submitted this as a request to our Product Team, explaining why we would like to see this intended behavior changed in Simplifi. I will be sure to keep you posted on any progress!

-Coach Natalie

SIMPL-9543

Coach Natalie

Hello @jfposton,

Thanks for your patience as this is being worked on!

Great news -- it looks like we are actively working on making this change in Simplifi for 'Completed' Savings Goals! I'm not seeing a specific release listed as to when we can expect to see this in Simplifi, however, you can definitely expect to see this change as part of a future release.

Please let me know if you have any questions!

-Coach Natalie