Can the projected cash flow be set to not show savings goals in the total ?
edited June 21
I'm using the projected cash flow to determine if I have enough funds for bills but is using funds in my saving goals as part of total cash available. If I've set that money aside then I don't want it to be available cash.
-- thanks for confirming!
Currently, Savings Goals contributions aren't reflected in the Projected Cash Flow, however, we do have an Idea post here in the Community requesting this ability that would be great to have your vote and feedback on.
I hope this helps!
Thanks for posting your inquiry to the Community!
To clarify, Savings Goals contributions don't appear in your Projected Cash Flow, nor do they impact the 'today's balance' on the Projected Cash Flow graph -- you'll only see these in the Spending Plan when elected, as well as in the 'Savings Goals' portion of your account balances. More details on using Savings Goals can be found
With that being said, would you mind clarifying what specifically is occurring, please? Screenshots would also be very helpful.
What I’m wondering is will is show the reduced available balance amount as projected since that’s what I have to work with because I’ve set aside money in the savings goals.
I concur, with this. I am transitioning from Quicken which has the option of keeping the the savings goals out of the projected cash balance. I would like the cash balance to show just the available, or better yet make it selectable.
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