Savings Goals - Make it track REAL savings accounts (edited)

maplewolf90

I'm not a fan of Simplifi's Goal page for one reason - I don't want to create a 'virtual' savings account.

Instead, I would like the page to display my REAL savings accounts. I want to be able to state what I'm saving for, input the goal I have for the account, and tell me how my deposits into the accounts are working towards me reaching my goal (percent achieved), how long it will take (prediction), how much extra I could potentially deposit from my remaining spending, etc.

I want to see how my money is working for me like the INVESTMENTS page, because that's what savings are: Investments.

UrsulaA

Agree with this, there are other ideas that will accomplish your use case.

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

Also, can we have two types of goals: a virtual savings account (someone may be using it) and goals tied to multiple accounts?

Coach Natalie

@maplewolf90, thanks for posting your request to the Community!

Please take a look at these existing Idea posts to see if they cover what you're looking for:

https://community.simplifimoney.com/discussion/584/1-1-map-a-savings-goal-to-an-account-edited

https://community.simplifimoney.com/discussion/1150/pool-savings-accounts-for-savings-goals-contributions-edited

Let us know!

-Coach Natalie

aolafsson

Agreed. I'm not planning to manually enter & reconcile all transactions coming in and out of accounts for savings goals. I need the auto-detect balance/progress. For now, I've deleted my Savings Goals, manually entered the aggregate amount in my Savings Plan as custom, and will see my savings account balances in the account list and have my goal in my head. I'm bummed that I can't really use savings goals at all, between this and it not being able to link more than one account to the goal.