Retirement Savings Goal/Planner (edited)

rickey
rickey Member ✭✭
edited December 2023 in Feature Requests

The ability to create long term retirement goals would be great. Saving for smaller goals like vacations is great, but big picture long term goals require the most discipline and visibility in your plan. I would like to be able to set goals to fund different investment accounts.

Tagged:
34
34 votes

In Progress · Last Updated

We are working on adding a Retirement Planner to Savings Goals!

Comments

  • Shermani
    Shermani Member ✭✭

    Are you looking into including a retirement planning capability like Quicken?

  • the_scottster
    the_scottster Member ✭✭✭

    Yes, a retirement planner. Seems a shame to have to use a separate app for this.

    Long time Mint user jumping into Simplifi-world!

  • Dave L
    Dave L Member ✭✭✭

    Create a retirement goal.

    Allow linking any account.

    Allow linking to multiple investment accounts (especially all IRA and 401K like accounts).

    Allow a check box for "use full amount of account" so that I don't have to enter in how much I have saved so far.

    BONUS: calculate projections based on performance of investment accounts, current age, and desired age of retirement.

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    This sounds like this idea. Vote for it as it is already under review.

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

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Dave L
    Dave L Member ✭✭✭
    edited December 2023

    My submitted request depends on the linked request getting done, but my request is focussed on parameters and features for a specific goal type. That being the case, I did up vote! Thanks, @UrsulaA

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Fair enough, @Dave L. I am looking for a way to track my longer term goals on Simplifi, like retirement.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • budgetj75
    budgetj75 Member ✭✭✭

    I'm looking for something like NewRetirement to be integrated as a section.

  • KP_9
    KP_9 Member ✭✭✭

    Just saw that voting was closed on 11/12 for this request and the status now shows "We are working on adding a Retirement Planner to Savings Goals!"

    Can't wait for this feature! The regular Savings Goal functionality works well for specific/short-term goals but doesn't translate very well to longer-term goals retirement planning that rely on modeling/projections, so a separate section with more retirement-specific workflows is going to be very welcome.

    @Coach Natalie, perhaps the Coaches can open a feedback solicitation thread where users can describe desired functionality/feature requests of what we'd like most to see in a Retirement Planner feature?

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