Unable to set Savings Goal Account

RobWilk Superuser ✭✭✭✭✭
edited May 2023 in Using Savings Goals

On web - When I create a savings goal there is a field for "Account" - as seen below - and i don't seem to be able to set an account. I imagine this would set the default account for contributions. The bug is that I can't do anything with this field.

p.s. in the actual savings goal I corrected the spelling error, and borrowed from another goal to pay off this goal already.

Rob Wilkens



  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited April 2023

    Hello @RobWilk,

    Thanks for posting to the Community regarding this behavior!

    The 'Account' field is actually linked to the 'Saved so far' amount and is where you would tell Simplifi what account the goal money has already been saved from, so you'd have to enter something in the 'Saved so far' amount field in order to select an 'Account'. More details on creating a Savings Goal can be found here.

    For the ability to set a default account for Savings Goals contributions, please be sure to follow along here. 🙂

    -Coach Natalie

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Oh, that's useful, I see it now but just didn't understand that.


    Rob Wilkens

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