Ability to contribute to Savings Goals from investment accounts [edited] (4 Merged Votes)
Comments
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This is a must have if the intent is to capture ex Mint users. Please add this!!!
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Retirement goal calculator is a must!
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This needs to be fixed can’t mark my brokerage as savings [removed-profanity]
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LOL - Every account should be accessible for a Savings Goal. For Emergency I have my money split into a CD + Savings. I cannot couple them to see my goal, basic feature imho.
Also - Kids College fund I have 3 529 plans state , fidelity and vangaurd.
For - Personal Retirement I want to add my brokerage in the savings goal…
Please do something
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Four years have passed and you can't implement this simple and yet common sense feature?
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Hey everyone!
I received confirmation that our product team is still working on the ability to contribute to Savings Goals from investment accounts. We don't have an ETA or anything along those lines to provide at this time, but I wanted to let you all know that this has not been forgotten. We will keep you all posted as we learn new information!
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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glad to hear it's being worked on. it'd be great to to have an option to get rid of the $ amount of the goal and make it more flexible like "invest 20% of my income" every month. that way you can project 20-30 years out and see how much you'll have for retirement assuming some rate of return.
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Hey team! This feature is an absolute must to implement, and you know you're going to have to sooner or later. I think it causes enough pain for enough users that it should probably be prioritized. I hope you bump this near the top during your developer meetings when discussing features to work on. Thanks!
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Hey everyone, our product team is looking for a few users who would like us to enable the ability to contribute to Savings Goals from Investment Accounts to see how everything works and test it out for us before we release the feature to Early Access. Any takers?! 😀
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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I’d be happy to test it out and provide feedback.
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yes, i would
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please enable for me. thanks.
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Yes please
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please add me as tester . I m developer myself and can contribute
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@dmal, @bmcchesney19, @dr.atto, @mwun, & @arvind, thank you! This ability has been enabled for all of you. Please DM me any feedback or issues you have. 😀
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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Ooh is it too late to be added as a tester, too? I've been tracking this issue for a while and would love to try it out, but also happy to wait for early access release. Glad this is being worked on!
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Hey @Coach Natalie I would love to be part of the beta as well if possible!
Thanks
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Hi @Coach Natalie, I'd also like to beta test this feature if there's still room for new testers (no problem if not). Excited to see this feature in flight!
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@KP_9, I sent your info over as well! I'm not sure if they're still adding people for testing, so I'd suggest just keeping an eye out for Investment Accounts to be listed when contributing to a Savings Goal.
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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Just flagging I was added to testing and have been able to add my investment account to a new savings goal and am trying things out. Thanks so much for working on this feature! Is there any particular place we should send feedback?
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@xnn7, you can DM it to me for now. 😀
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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Can I be added to this test? @Coach Natalie
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@UrsulaA, sent!
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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thanks for adding me as tester .
Issues
- When setting up a goal, I can't include multiple accounts for initial contributions. If I add funds from one account and later contribute from another account, selecting "subtract from spending plan" leads to a negative balance in my spending plan for the current month.
- Investment account balances fluctuate daily, but my saving goals don't adjust accordingly when the balance decreases. I believe there should be an option for automated deductions based on the current balance, as well as an option for fixed contributions.
2 - When setting up a goal, I can't include multiple accounts for initial contributions. If I add funds from one account and later contribute from another account, selecting "subtract from spending plan" leads to a negative balance in my spending plan for the current month.
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@arvind, thanks for the feedback!
To clarify, this request is for the ability to contribute to Savings Goals from Investment Accounts, meaning that when you select to contribute to a Goal, Investment Accounts will be listed as available to contribute from. This does not include automatic contributions or anything along those lines.
For the features you mentioned, I'd suggest checking out these posts:
I hope this helps!
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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thanks @Coach Natalie .
Regarding my previous point #2, while I acknowledge it's not currently part of the feature set, could it be considered given that it addresses a critical use case for saving based on investment accounts?
So the ask is Saving goal should reflect exactly the balance of the investment account instead of manually contributing to the goal0 -
This feature is active for me. I entered savings goals for each of my retirement accounts. The feature is working as expected. Thanks @Coach Natalie !
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@Coach Natalie could I also be added as a tester?
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