Undo incorrect withdrawal?
Is there any way to undo a 'withdraw to spend for goal' without just deleting the entire goal and recreating it? (I use 'withdraw for another purpose' to move money around between goals, because there isn't a native way to do that, and accidentally clicked the wrong one.)
Best Answer
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@Emacken, ahh I see — sorry about that!
Sadly, I'm not finding a way to undo a 'spend for goal' withdrawal. You'll most likely have to delete and recreate the Goal with a "saved so far" amount. We also have a couple of Idea posts you can vote for that could potentially resolve something like this for you if implemented.
I hope this helps!
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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Answers
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@Emacken, thanks for posting your inquiry to the Community!
All you have to do to "undo" a Savings Goal contribution is withdraw from the Goal 'for another purpose' and select the account the funds were contributed from. This will place those funds back into that account and out of the Goal.
Let us know how this works for you!
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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I think you misread: I was attempting to undo an incorrect contribution as you describe, accidentally clicked 'withdraw to spend for goal' instead of 'withdraw for another purpose' and now my goal looks like I spent a big chunk of money that I haven't.
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Already voted for the first one, although given that it's been open since 2021 I'm not getting my hopes up, and the second seems to be referring to rules, not goal contributions. Thank you anyway!
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