Savings Plan

Ward004

It would be really helpful to have another category within "Spending Plan" that allows you to select how much to set aside for savings. Possibly have the ability to select retirement accounts as the account the savings amount goes to. The reason this should be separate from savings goal, is because savings goal doesn't give you the option to choice a monthly amount you would like to put into savings.

RobWilk

Savings goals DOES specifically allow you to choose a monthly amount — You put that amount in the "Monthly contribution" for the goal.

UrsulaA

@Ward004 - you mention "select retirement accounts". Currently savings goals do not allow investment accounts.

You can vote for the feature request that requests allowing saving goals for investment accounts.

https://community.simplifimoney.com/discussion/comment/25760#Comment_25760

Check out the article below regarding monthly transfers and the spending plan. You can show the amount of your retirement contribution as a transfer in your spending plan.

https://help.simplifimoney.com/en/articles/5142302-how-credit-card-payments-and-transfers-are-handled-in-the-spending-plan#h_b450d0f8ed