how to create custom goals with account different than savings
hi i would like to create custom goals that are attached to my invesment portfolios , example i use and invesment protfolio that i use an emerngy fund , i dont keep cash account or saving account for this porpuse , so if i want to use my 529 program as a college fund , mint used to have this feature and it was great becaouse it gives the powe to control how much money we have on a speficic goal
Best Answer
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The ability to contribute to savings goals from an investment account is not available yet. Vote for the idea request below.
From support article linked above
Note: At this time, we do not support contributions from Credit, Loan, or Investment accounts. You can only contribute funds from Checking, Savings, or Other Banking account types.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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