Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

Tabby90 · November 28

What's up with this year's old request? I'm a new user and Quicken Simplifi seems really great, except for this missing functionality. I can categorize a transaction towards a savings goal, so you're halfway there. Why doesn't that categorization on a spend or deposit transaction add or decrease the amount saved to the goal? What's the plan there?

kramerlap · December 5

I wish I had made screenshots each month of contributions to goals, and available $$ left. As it is, looking at previous-year budgets is HUGELY misleading because that unknown amount of money that was set toward goals now shows as left-over money. Moving forward, I'll make those screenshots.

DryHeat · December 5

@kramerlap

Did the previous contributions disappear because you deleted the old Savings Goals? Or for some other reason?

If it was because you deleted the no-longer-needed goal (as I have done and now regret), you might be interested in this discussion:

https://community.simplifimoney.com/discussion/14543/deleting-completed-savings-goal-corrupts-previous-months-spending-plans

And you might want to vote for this suggestion:

https://community.simplifimoney.com/discussion/3833/ability-to-close-out-and-archive-or-delete-completed-savings-goals-edited

Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)

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