Add Breakdown by Savings Goal

Evessia

It would be nice if the "Savings" tab of the Reports page had the option to breakdown by savings goal instead of just by account.

Coach Natalie

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

Would you mind clarifying your request a bit, please? Since Savings Goals are a virtual system, meaning they don't actually impact your account balances, and since the Savings Report takes in account balances for savings accounts, I'm not sure how adding a 'By Savings Goals' breakdown to the Report would apply. Are you perhaps looking for a Savings Goal Report specifically?

https://community.simplifimoney.com/discussion/4801/add-a-savings-goal-report-edited

Or are you mapping your individual Savings Goals to individual accounts in Quicken Simplifi? If this is the case, the 'By Account' breakdown should work for you in the Savings Report as long as the accounts are classified as "Savings".

Please let us know!

-Coach Natalie