Stop Savings Goals from counting in the Spending Plan upon expected completion (edited)
Savings goals keep carrying on indefinitely until the goal amount is met in the current month (Nov). I have a goal which will be completed in Dec but still being deducted from my spending plan for Jan, Feb, etc. This means that I cannot budget my expenses more than 1 month ahead. Added an end date would solve this problem.
Comments
-
I have the same concern. I have goals that end at different times of the year this year, but the savings goal continues to show up in the spending plan after the target date. It would be nice for to goal to not show after the target date in the spending plan, or at least give us a check box to stop it on the target date month. Having the savings goal show up in the spending plan makes it hard to get an accurate view of spending plan if that goal is expected to be completed and you won't be contributing to it after the target date. My workaround for now is to set a "custom amount" for the savings goals, which isn't idea.
1 -
I am totally on board with this request. I often use the Spending Plan to look at the projected spending for the following months, and seeing the goals being deducted from my total monthly income when they should have already been over by then is a bit counterproductive.
0 -
Hey everyone, this change appears to have been implemented as of the 4.17.0 Web Release, and Savings Goals should no longer show in the Spending Plan upon completion/the end date.
Let us know how this works for you all!
-Coach Natalie
1
