Goals and Categories Feedback

DG1993

Hello,

New user here. I found a couple of features that inspired some ideas. Here they are as follows:

GOALS FEEDBACK

It’d be great if the Target Goal Date selection would allow for a day, besides month and year.

Also, it would be useful to Exclude a Saving Goal from the Spending Plan after the Target Date. Like a toggle on-off option that allows the Goal to be excluded in the months that are following the target goal date (even if the goal hasn't been completed yet). This way, it can be possible to see the projected spending without certain goals that are supposed to be already achieved based on the goal date.

CATEGORIES FEEDBACK

I've noticed a bug, under Categories > Name: when clicking on the icon to close a category, the category reopens by itself.

Thanks

Coach Natalie

@DG1993, thanks for sharing your feedback with the Community!

For the first item you mentioned, I think this would be great to have a Feature Request for, as I'm not finding an existing one. Our FAQ here has the details on creating Feature Requests in the Community.

For the ability to stop Savings Goals from counting in the Spending Plan upon completion, I'd suggest adding your vote and feedback to this existing request:

https://community.simplifimoney.com/discussion/5788/stop-savings-goals-from-counting-in-the-spending-plan-upon-expected-completion-edited

Finally, for the issue you're seeing with Categories, it sounds like you're experiencing a bug that's already been reported, in which case you can follow along with this other thread for updates:

https://community.simplifimoney.com/discussion/8426/glitches-in-settings-categories-list-edited

I hope this helps!

-Coach Natalie

DG1993

Thank you so much, Natalie!

I'll definitely follow along with the updates and make the feature request.

Cheers!