Savings Goals: add Notes

BlackNumberOne
BlackNumberOne Member ✭
edited December 2021 in Feature Requests

I would like to be able to add notes to each "Savings Goals", a way to add quick notes to each goal if you wanted to... I am able to add notes to "savings goals" on Quicken and Mint, but not on Simplifi!

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    That's an excellent suggestion! Thanks!

  • ibu600
    ibu600 Member ✭

    I need this functiontoo

  • YesIndeedee
    YesIndeedee Member

    I agree with this suggestion as well. Would be helpful to be able to have a free-form text box on the Dashboard as well so I can write in thoughts like categories I want to add, key dates and milestones, or tasks lists for myself

  • DryHeat
    DryHeat Superuser ✭✭✭✭

    This would really help. Some SGs are simple, but others are more complex. Some amounts and goals need a little explanation. And some, like those that repeat quarterly or annually, might need a "memory-jogger" for what to do when this particular iteration is complete.

    DryHeat
    -Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

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