Withdrawals from Savings goals should show up on savings plan
DrewDrawed
Member ✭
When I withdraw from a goal, I would like to have that show up on the savings plan. That way if I'm saving for a certain big item, I can account for when the spending hits directly in the savings plan
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Check out the article, which explains how to handle savings goals in the spending plan. You can include or ignore savings goals in the spending plan.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@DrewDrawed, thanks for posting!
It sounds like you're looking for this existing request:
Can you confirm, please?
-Coach Natalie
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