Can I link expenditures to a goal that has been reached?

Tally Tim

I'm planning a trip to Chicago and created a $5,000 goal, which has been achieved. Now I am starting to have expenses for my Chicago Trip that is chipping away at the $5,000 I set aside for the trip. For example:

Airfare: $1,200 / Football Tickets: $600 / Hotel: $900

Is there way to link these expenditures directly to my Chicago Trip goal, so that when I pull up the goal, it will show these three specific expenditures and that I have $2,300 left to spend for my Chicago Trip?

DannyB

Hi @Tally Tim

Sounds like a fun trip!

Unfortunately, it is not currently possible to link expenditures directly to a Savings Goal though this is a feature request.

Here is a feature request for this ability you can add your vote to:

https://community.simplifimoney.com/discussion/3104/ability-to-link-or-tie-savings-goals-contributions-withdraws-to-transactions-edited

For now, you will have to manually make a Withdraw to spend on goal as you spend from these funds and then mark the transactions to be excluded from your Spending Plan. It's a bit of a hassle and hopefully the ability to link directly will be added.