Add feature to transfer funds from one goal to another

LtDan1912
LtDan1912 Member ✭✭✭✭
edited February 2022 in Feature Requests
The following idea came out of the "bug" reported here:
https://community.simplifimoney.com/discussion/comment/7716

In order to avoid the scenario outlined in the bug, one solution would be to create a new feature that allows the transfer of funds from one goal to another.

Priorities in life change. The user may want to reallocate money being saved for next year's "Vacation" goal into this year's "Holiday Spending" goal.
Having the option to easily shift these funds (without affecting the Spending Plan) would be appreciated.

The current way to do this would be to withdraw funds "for other reason" from one Goal and contribute it to another. The issue with this is the contribution to the new goal then counts against the Spending Plan.

Dan
Simplifi (2024-Present)
RocketMoney (2023-2024)
Simplifi (2022-2023)
YNAB (2014-2022)
Mint (2010-2014)
Quicken (1999-2010)

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Comments

  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭
    Love this idea!!!!

    Chris
    Quicken Simplifi user since 2021.
    Quicken Desktop user since 2014.
    Spreadsheet user since forever.

  • Emacken
    Emacken Member ✭✭

    Seconding this! I've been doing a lot of shifting funds around, and I thought it was just tedious, but now I seem to have irrevocably screwed one goal up.

  • RobWilk
    RobWilk Member ✭✭✭✭

    I mean, this can be done manually (withdraw and add) but a Transfer Goal option seems like a simple enough change that might improve the experience. It got my vote, even if not a prriority for me.

    —

    Rob Wilkens

  • CS1234
    CS1234 Member

    It would be great to have a goal transfer button to move money between goals rather than having to withdraw cash back to its source account and then add to a different goal. I have goal money from different accounts in one goal. That means I have to break out a good Ole piece of paper and pen to write down the amounts going back to original accounts and then one by one add to a different goal. Its tedious and time consuming. There has to be a better way.

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