Is it possible to see specific savings goals under account list?

AlexM

Basically, I'd like to see the items I am saving for instead of seeing "Savings Goals". Ideally, it would list "tattoo - $35" and "vacation - $100". If you only have one goal it's less of a big deal but I'd love to be able to read them separately here. Is there a setting I can change? Thank you!

Flopbot

@AlexM

This is not possible currently. I think there’s an Idea Post out there specifically for what you're requesting but I couldn’t find it with a quick search. Best you can do is to click on the word Savings Goal and it takes you to the Savings Goal module.

Here’s a related Idea Post to customize where that shortcut goes…

https://community.simplifimoney.com/discussion/5017/redirect-to-the-by-account-view-when-clicking-savings-goals-from-the-accounts-list-edited

(edited for clarity)

Coach Natalie

@AlexM, thanks for posting!

The Idea post Flopbot is referring to can be found here:

https://community.simplifimoney.com/discussion/3131/show-a-breakdown-of-what-savings-goals-an-account-has-contributed-to-in-account-balances-edited

I hope this helps!

-Coach Natalie