Unable to withdraw from Savings Goals

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ajbopp
ajbopp Superuser ✭✭✭✭
edited September 2023 in Report a Bug

None of the savings goals are allowing me to withdraw any money from them

Anthony Bopp
Simplifi User Since July 2022
Money talks. But all my paycheck ever says is goodbye

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
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    It appears you could withdraw $11.25… Probably a bug, but if you want a work-around maybe delete the goal and recreate it. It's working for me, i just checked on a few goals.


    Rob Wilkens

  • ajbopp
    ajbopp Superuser ✭✭✭✭
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    Since this affects all my SGs, I would need to recreate 20 of them.

    It's not a huge deal for me personally, because I know that there are any number of reasons I can't rely on Savings Goals in Simplifi and have created a spreadsheet to track them seriously. But if this does affect others I thought I would raise what I'm seeing to the community.

    Of course, at this point I have little hope that any fixes to Savings Goals will ever be made. It's the red-headed stepchild of the system, and Quicken seems to just want to ignore the feature. My fondest hope at this point is that, behind the scenes, they've decided it's too broken to bother trying to fix, and are implementing a complete overhaul from the ground up.

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • DannyB
    DannyB Superuser ✭✭✭✭✭
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    @ajbopp

    😮

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
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    @ajbopp , a couple questions.

    1. How do your SG’s relate to your accounts (ex. 1:1 or 1:many)?
    2. ?? There was a 2nd question, but I just spaced it. If I remember, I’ll ask later.

    Chris
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
  • ajbopp
    ajbopp Superuser ✭✭✭✭
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    I do 1:1

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • ajbopp
    ajbopp Superuser ✭✭✭✭
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    On the 26th and 27th I saw the originally described behavior. This morning it is no longer present.

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
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    I think a new web release came out yesterday.. could explain


    Rob Wilkens

  • ajbopp
    ajbopp Superuser ✭✭✭✭
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    One other thing about this: the error message is slightly incorrect. It should say "You cannot withdraw more than you have available to spend."

    The two numbers could be quite different if you've already withdrawn some of what you have contributed.

    Anthony Bopp
    Simplifi User Since July 2022
    Money talks. But all my paycheck ever says is goodbye

This discussion has been closed.