Ability to manually mark Savings Goals as “complete” (edited)

LWrathBudget

It would be great if we could mark a savings goal as “complete” and have it show under a different section (and maybe have any unused funds released similar to Planned Spending). 

Coach Natalie

Hello @LWrathBudget,

Thanks for posting your suggestion to the Community!

Would you mind clarifying your request a bit, please? Currently, when completing a Savings Goal in Simplifi, it will be moved to the 'Completed' section:

With that said, does this meet your needs, or are you looking for the ability to manually mark a Goal as 'completed' early? Also, when it comes to releasing unused funds, are you referring to the amount left to save for the Goal at the time of marking it as completed, or the amount that's been saved? And would you like to see this occur in the Savings Goals section of the Spending Plan, or in the Savings Goals balance of your accounts, etc.? 

Please let us know so we can best assist!

-Coach Natalie

LWrathBudget

Hi! I was thinking it was just be easier to mark a Goal complete and then have any unused funds be released back to “Available” in the Account. For example, when I’m saving money for a vacation it’s extremely unlikely that I’m going to spend exactly what I saved on the vacation. It would be nice to just have a single button the click (similar to the Planned Spending) to mark the vacation as complete and released any funds that were saved, but not withdrawn. There is just a lot of manual work arounds with the Goals as they are right now — just trying to think of ways to make it easier! Thank you for reviewing my request!

Coach Natalie

Thanks for confirming, @LWrathBudget!

-Coach Natalie

Coach Natalie

Hello All, 

This Idea seems to have fallen stagnant, and due to the age of the request and lack of user votes/comments, will be archived within the next 10 business days.

If you would like to see this Idea kept alive and considered for possible future implementation in Quicken Simplifi, please be sure to add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here. 

Thank you,

Quicken Simplifi Community Support Team

DannyB

It's hard to keep making and/or voting for SG feature requests with no apparent progress in adding any of the numerous SG requests put forward in this forum over the past several years. 🙄😁

RobWilk

Fortunately, if they close this and other requests, there will be that many fewer requests to have to choose from, which might redirect attention to the ones already collecting votes. I wonder how else the product team would know which ones to prioritize - - esp. if there are conflicting ideas (incompatible ideas).