Savings Goals Suggestions

Jds

1. Allow view of contributions/withdrawals by month. I want to be able to see what was contributed in a specific month, because the net income in a given month often changes based on pending transaction posting at different amount and that will change how much excess I have to contribute. It would be great to see how much I contributed thus far to determine how much more I want to contribute to a specific goal, and how much excess there is to contribute to another savings goal.
2. Allow back-dating contributions/withdrawals. I don’t always close out the month on the last day of the month due to, for example, pending purchases which are a “hold” at a higher dollar amount than the actual expense. I know I’ll have left over money, but before I contribute to any savings goals, I would like the pending transactions to clear so I know exactly how much is left over in a given month to contribute to goals.

Coach Natalie

@Jds, thanks for posting your suggestions to the Community!

I went ahead and moved this out of Feature Requests, as you want to outline and submit just one suggestion per Idea post in accordance with our guidelines here. In this case, however, both of the items you mentioned already have existing requests, so please be sure to add your vote and feedback there, and then follow them for updates.

https://community.simplifimoney.com/discussion/2091/ability-to-see-and-edit-savings-goal-contributions-and-withdraws-edited-1-merged-vote

https://community.simplifimoney.com/discussion/2867/change-date-of-savings-goal-contribution

I hope this helps!

-Coach Natalie

Jds

thank you, @Coach Natalie! I didn’t know there were guidelines. Thank you for bringing it to my attention. And I went ahead and added my vote to each!