include investments in goals

knausssss

it would be nice to include investment accounts in the source of monday for goals, esp for a retirement goal

Coach Kristina

Hello @knausssss,

While Simplifi does not currently have that feature, you are not the only one who would like to see it added. Please review this post in the Product Features section of the Community, and add your vote:

https://community.simplifimoney.com/discussion/625/ability-to-contribute-to-savings-goals-from-investment-accounts-edited-4-merged-votes

I hope this helps!