Do you reconcile with Simplifi? We want your input! Please give us your opinion in this survey here!

Ability to use multiple accounts for "Saved so far" in Savings Goal setup [edited] (1 Merged Vote)

kwimmer
kwimmer Member ✭✭
edited July 2022 in Feature Requests
Right now when setting up a goal you are only able to "link" one account to the goal. If you have fund held in multiple accounts for a given goal you then have to "contribute" to the goal manually, which messes up the spend plan by showing that second contribution as an expense. 
Tagged:
2
Up Down
2 votes

Active · Last Updated

Comments

  • stepho24
    stepho24 Member
    My SO and I have separate bank accounts. We created a savings goal, entered in the amount we have combined in the "Saved so Far" box, but it only allows one account to be chosen.
    It would be nice to have multiple accounts chosen and state how much is saved so far from each account.

    I tried to add to it as a "contribution" but then that throws off the spending plan as well as the contributions for the month. We ended up making two separate savings goals which works okay, but not ideal.

Categories