Mirror Savings Buckets that are enabled at the bank level in Simplifi (edited)

SimplyB33
SimplyB33 Member ✭
edited December 2021 in Feature Requests
A lot of banks have added buckets to their accounts similar to the ones on Simplifi (setting aside money virtually although not actually moving it). My Ally Financial has this and I love it. I wish there was a way that I could see them in Simplifi. Now, I'm essentially I'm duplicating the savings allocations in two places which is annoying. 
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  • Dan-in-Virginia
    Dan-in-Virginia Member ✭✭✭

    Ally Savings Account "Buckets" are named goals that can be contributed to on an automatic % basis (as funds are added to the savings account) or manually. This is to create a savings goal based on an existing buckets which show the current amount saved. Users would then be able to add the target amount for saving in Simplifi for a given goal.

  • ekyzivat
    ekyzivat Member

    Ditto- this would make use of existing features we already update in external banks like Ally.

  • FutureEye
    FutureEye Member ✭✭✭✭

    Hi @SimplyB33 ,


    This is something I was looking for as well today. I was discussing this today.

    Thanks to @Humanleg86 - we have a work around

    “No way through Savings goals, but…..You could setup a recurring transfer and apply a tag to that recurring transfer then have a watchlist based on said tag. In this case your watchlist becomes your "goal".”


    Note: Thanks to Coach Nicole for brining this discussion and mine together.

  • Proche
    Proche Member

    Currently In Intuit Credit Karma they support an ability to track the separate Savings accounts called "vaults" for my Sofi Savings account.

    It appears there may be logic that is reading transactions with the "vault name" and creating a sub savings account with the name and keeping track of the amount transferred. Is this possible to be added to Simplifi?

  • the_dude
    the_dude Member

    I'd like to bump this issue. I have multiple 'buckets' or 'vaults' as SoFi calls them that are not syncing properly at all. This is causing quite the headache with my banking connections.

  • Museum4676
    Museum4676 Member ✭

    Voting to support Sofi Vaults and other bank savings account "buckets" in Simplifi.

    I have several savings "vaults" in Sofi that hold larger amounts for things like saving for large purchases and because the Sofi vaults aren't visible in Simplifi, reports, charts, etc. are incorrect.

  • scribblerjane
    scribblerjane Member
    edited November 11

    As I user, I already manage a saving goal outside of Quicken through my SoFi HYSA, I would like to be able to sync my monthly automatic transfers, so that contribution shows up automatically in Quicken too.

    Pain point: Currently the process is completely manual. And for some reason when trying to auto input from which account the contribution is coming from, the balance is in correct. They do not match what I see in my account or in the transaction section of the Quicken application.

    Having this automation will make it easier for Quicken to be the one stop shop.

  • DryHeat
    DryHeat Superuser ✭✭✭✭
    edited November 11

    You might want to check out (and maybe vote for) the suggestion linked below:

    https://community.simplifimoney.com/discussion/3104/ability-to-link-or-tie-savings-goals-contributions-withdraws-to-transactions-edited

    Or maybe this one:

    https://community.simplifimoney.com/discussion/1357/link-from-transaction-to-take-from-or-add-to-savings-goal-1-merged-vote

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

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