Savings Goal Doesn't Update

srgnesbitt

My savings goal doesn't appear to be updating with my Ally account. Every paycheck I set a reoccurring transfer and the goal doesn't appear to update and it doesn't show in my spending plan.

ajbopp

Savings Goals do not interact with actual accounts. They are virtual accounts specific to Q-Simplifi.

You can learn more about the use and limitations of savings goals here

https://help.simplifimoney.com/en/articles/3676756-using-quicken-simplifi-s-savings-goals

Flopbot

@srgnesbitt

If you’re looking to fully automate your Savings Goals, you can’t, yet. Someday hopefully! Here’s an Idea Post related to automating Savings Goal via Recurring Series which is likely how you have your paycheck set up. There are LOTS of other Idea Posts related to Savings Goals in this forum that you can vote on too. If you do a quick search for "Savings Goal" in the Feature Requests area you’ll find them.

https://community.simplifimoney.com/discussion/382/recurring-transactions-for-savings-goals-and-make-it-a-part-of-my-spending-plan-edited