Savings goal won’t let me contribute to IRA?

ethanwalker98
ethanwalker98 Member
edited April 16 in Using Savings Goals

Hi! So my IRA is invested into stocks, and so my Charles Schwab account that is added is classified under investments.

I transfer a certain amount monthly to my IRA and wanted to create a savings goal for this year to track it. When I go to contribute to the savings goal, it doesn’t allow me to choose the Schwab account because it only shows bank accounts with funds in them and not investments (Even though the amount that I transferred hasn’t been invested yet).

Is there a way to fix this? Or do I need to just erase this savings goal and maybe just track it through the spending plan? The Schwab account shows up in the app as retirement and investments.

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