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Retirement Savings Goal/Planner (edited)

rickey

The ability to create long term retirement goals would be great. Saving for smaller goals like vacations is great, but big picture long term goals require the most discipline and visibility in your plan. I would like to be able to set goals to fund different investment accounts.

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Completed

Feature Request

Savings Goals

Status: Completed

Comments

Shermani

Are you looking into including a retirement planning capability like Quicken?

the_scottster

Yes, a retirement planner. Seems a shame to have to use a separate app for this.

Dave L

Create a retirement goal.

Allow linking any account.

Allow linking to multiple investment accounts (especially all IRA and 401K like accounts).

Allow a check box for "use full amount of account" so that I don't have to enter in how much I have saved so far.

BONUS: calculate projections based on performance of investment accounts, current age, and desired age of retirement.

UrsulaA

This sounds like this idea. Vote for it as it is already under review.

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

Dave L

My submitted request depends on the linked request getting done, but my request is focussed on parameters and features for a specific goal type. That being the case, I did up vote! Thanks, @UrsulaA

UrsulaA

Fair enough, @Dave L. I am looking for a way to track my longer term goals on Simplifi, like retirement.

budgetj75

I'm looking for something like NewRetirement to be integrated as a section.

KP_9

Just saw that voting was closed on 11/12 for this request and the status now shows "We are working on adding a Retirement Planner to Savings Goals!"

Can't wait for this feature! The regular Savings Goal functionality works well for specific/short-term goals but doesn't translate very well to longer-term goals retirement planning that rely on modeling/projections, so a separate section with more retirement-specific workflows is going to be very welcome.

@Coach Natalie, perhaps the Coaches can open a feedback solicitation thread where users can describe desired functionality/feature requests of what we'd like most to see in a Retirement Planner feature?

KP_9

Discovered this morning that a Retirement Planner section has appeared in the Mac desktop app as a separate tab under Savings Goals (I have Early Access enabled). Looking forward to testing it out!

DannyB

https://community.simplifimoney.com/discussion/comment/23198#Comment_23198

What level of NewRetirement (currently rebranding as Boldin) are you looking for in the QS retirement planner. They offer 3 levels, two of which are fee/subscription based.

Coach Natalie

Hey everyone, we have added a Retirement Planner to the Web App in Early Access, and it will soon be available to everyone, as well as eventually available on the Mobile App. Please leave your feedback for this new feature in our feedback post!

https://community.simplifimoney.com/discussion/11007/retirement-planner-share-your-feedback-here

Thank you!