I started a monthly transfer from checking to our brokerage money market fund (which acts as our high-yield savings) that contains funding for three things - some for vacation, some for holidays/gifts, some for our next cars. I thought by simply splitting the transaction three ways, each one a transfer from checking to the brokerage, and then tagging the savings goals it would work. Makes sense, right? Goals weren't funded. Why can't this be nice and easy/automatic/simple to use and intuitive this way? Then, I tried to manually 'contribute to goal' and saw only my banking accounts were shown, not our brokerage. Why doesn't this work?? Why exclude brokerages?? I do the beta so got excited when I saw the pop up this morning that splits would actually be usable.
I understand your frustration. The tags for the savings goals are displayed in reports, watchlists, and the transaction lists. Unfortunately, what you point out is correct - savings goals do not get funded based on transactions and do not support brokerage accounts. There are feature requests open below, vote for the features. The more votes, the more likely the requests get attention.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
