Expand the accounts that can be used to track Goals

Ryan M.
Ryan M. Member
edited March 28 in Savings Goals
I have several Goals I'd like to track, but don't have the funds for these sitting in the accounts that Simplifi considers Checking or Savings accounts. Instead I'm forced to add them to either the Brokerage or Manual categories, which means I can't track them via Goals. The minor ability to add an expanded list of account types would mean I could actually use this feature, instead of it sitting empty and me having to track progress manually offsite.


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