Is there a way to automate monthly contribute to savings goal?

Hari Palat
Hari Palat Member ✭✭✭✭
edited December 2023 in Using Savings Goals

is there a way based on saving account, once the money comes in, saving goals changes automatically?


Best Answers


  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    No. You might have 30 savings goals to 1 savings account, how would it decide which goal to contribute or withdraw from.

    Rob Wilkens

  • Hari Palat
    Hari Palat Member ✭✭✭✭

    all new companies, they provide different savings account to track for specific goals. SoFi for example. It is a huge help. I just don’t way to repeat the same thing in bank and Simplifi. Thoughts??

  • Hari Palat
    Hari Palat Member ✭✭✭✭

    I thought this is normal as my old bank also has a similar feature

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭

    That’s a really clever idea @Humanleg86!

    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
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