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Keep 'Completed' Savings Goals on the Savings Goal Dashboard tile until money is spent (edited)

bobluck

The completed savings goals disappear from the dashboard, it would be nice to see them remain until the money is spent on the goal. Additionally please add an option to display the balance minus the earmarked savings goal. This money is obligated and one gets a false sense of security thinking that money is available that is already obligated. Perhaps this would be a third option for sidebar balance options or include the set aside in Balance with pending.

[edited for readability]

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Feature Request

Savings Goals

Dashboard

Status: Active

Comments

Coach Natalie

Hello @bobluck,

Thanks for posting your request to the Community!

When it comes to having the option to display the balance minus the earmarked Savings Goal amount, it sounds like this is already available in Simplifi in a couple of areas. First, you'll see the 'Available' balance after Savings Goals for each account in the Accounts List:

Image: https://us.v-cdn.net/6031920/uploads/editor/5x/9douequ731mm.png

You'll also see this information displayed underneath the balance when looking at an account directly:

Is this what you're looking for? If so, please let us know so we can edit your post above to include just the part about keeping 'Completed' Savings Goals on the Savings Goals Dashboard tile until spent.

-Coach Natalie

bobluck

Thanks, I know about the display of the remaining balance, was mentioning because in my mind the top line (total) should be the available balance since the money has effectively been spent, even though it's in the future. The completed savings goals are not really complete until they are purposed for the goal, then they can just go away.

Coach Natalie

Hello @bobluck,

Thanks for confirming!

In that case, I'd suggest creating a separate Idea post regarding the available balance after Savings Goal contributions so other users can vote on that change specifically. Something like that would be a completely separate change from leaving 'Completed' Goals on the Dashboard tile until spent.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

-Coach Natalie