Add other options besides "Monthly" to planned contributions for Savings Goals (edited)
There is another Idea post about adding the ability to do recurring Savings Goal contributions (click here). While related, this is a slightly different idea that would be helpful whether or not Simplifi adds recurring transactions. In fact, in my mind, it would be more beneficial right now since they don't; because it would offer a potential workaround.
It would be really helpful if this Savings Goal Edit screen offered options other than just "Monthly".
For example, I have $27.50 auto deposited into my savings account every two weeks with my paycheck for a Christmas-related Savings Goal. If I could set this up bi-weekly, it would better match reality and I could then manually click this button in the Spending Plan every two weeks.
Thank you for the consideration.
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.
Comments
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Hello All,
The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request.
If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.
Thank you,
Quicken Simplifi Community Support Team
-Coach Natalie
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I'm interested in this! I expected this to be a baseline savings goal feature.
To accomplish weekly savings amounts, I had to create my contributions as a bill, which is really not what they are. If there were a way to create a series for contributions to savings goals just like bills and income, Simplifi could be on the lookout for transactions/transfers to auto match instead of having users manually recording their deposits to the goal.
It's not really that the series functionality needs to be created—it already exists. It just needs to be accessible from the savings goal area so that savings/investments are marked in the budget correctly, instead of as bills.
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My hope is that the Savings Goal team is looking at all the feature requests from. The co unity and planning on how to begin the SG enhancement process. 😁
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
I did up vote this, but want to point out that we can make multiple contributions to Savings Goals any number of times during the month.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Thanks to @DannyB and @UrsulaA , Simplifi's Savings Goal team has a really great leg up on the issue thanks to these survey posts!
If even just a couple of these were to be implemented, Savings Goals would become so much more useful. Right now, Savings Goals are a neat idea that missed it's mark so I don't use them often. Till some of these get implemented, my message to Simplifi is summed up best in this clip from the ever wise Red Green Show…
https://www.youtube.com/watch?v=Orjbwv8H9zM
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.1
