Feature request: allow non-bank accounts to be used for Goals

Karim Benbourenane

In many other financial trackers (like the now defunct Mint), you can create goals and link them to investment accounts. It appears that in Quicken Simplifi, only accounts of type "Banking" can be linked to goals. A lot of people save down payments for cars and houses inside investment accounts, so this choice to only allow banking accounts like checking, savings, etc. is heavily limiting the utility of the Goals feature of Simplifi. Me for example, every large goal I have (where it's more than a few years away) are in investment accounts, so I am unable to take advantage of this feature much at all.

I ask that you please support using more diverse account types for goal tracking. If you're a Simplifi user and this resonates with you, please reply to let the team know this is a desired feature.

Thanks!

Coach Natalie

@Karim Benbourenane, thanks for posting your feedback to the Community!

I'd suggest adding your vote and feedback to this existing Idea post requesting the ability to contribute to Savings Goals from investment accounts, and then following it for updates:

https://community.simplifimoney.com/discussion/625/ability-to-contribute-to-savings-goals-from-investment-accounts-edited-4-merged-votes

I hope this helps!

-Coach Natalie

Karim Benbourenane

@Coach Natalie Thanks, I will go vote on that thread to show support.