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

FutureEye

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

Humanleg86

No way through Savings goals, but…..You could setup a recurring transfer and apply a tag to that recurring transfer then have a watchlist based on said tag. In this case your watchlist becomes your "goal".

FutureEye

I like this idea. Thank you! - @Humanleg86 !

never thanked human leg before. 😜

Coach Natalie

@Hari Palat, you may also be interested in checking out these existing topics. 😀

https://community.simplifimoney.com/discussion/1187/mirror-savings-buckets-that-are-enabled-at-the-bank-level-in-simplifi-edited

https://community.simplifimoney.com/discussion/947/ability-to-automatically-contribute-to-savings-goals-edited-5-merged-votes

-Coach Natalie

RobWilk

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

FutureEye

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??

FutureEye

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

Flopbot

That’s a really clever idea @Humanleg86!