Keeping the Savings Goals conversation ALIVE!!!

DannyB
DannyB Superuser ✭✭✭✭✭
in Using Savings Goals

I'm in the process of updating and preparing to setup my Spending Plans for 2025.

As I look forward to 2025, I find myself wishing there was a way to track SG contributions and SG expenditures beyond what is currently in place, i.e. nothing. This is not a big deal for a one-time expense SGs, but for any other usage of an SG, having a record of when and how much each contribution as well as a record of each expense covered by SG funds would be very much appreciated.

Because of this I want to raise to the forefront these two SG feature requests:

Link from Transaction to 'take from' Savings goal (1 Merged Vote) — Simplifi

Ability to See and Edit Savings Goal Contributions and Withdraws [edited] (1 Merged Vote) — Simplifi

Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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Comments

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    I had already voted for one of those two ideas and now cast my vote for the other. I think I was holding off voting for it in the past because i had other higher priority issues and didn't want to vote against it but yet didn't want to give it priority over my own needs at the time.

    —
    Rob Wilkens

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    https://community.simplifimoney.com/discussion/comment/45367#Comment_45367

    I kind of understand, but I'm not convinced about the effectiveness of this process.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer

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