Savings Goals

Discussion List

• 
  #TipTuesday: Using Savings Goals to break down annual/bi-annual expenses in the Spending Plan

  Announcement Coach Natalie 59 views 3 comments 0 points Most recent by DannyB June 16Using the Spending Plan
• 
  2

  Up Down
  Ability to Link Multiple Accounts to a Savings Goal During Setup (edited)

  Active kwimmer 22 views 0 comments 2 points Started by kwimmer June 15 Feature Requests
• 
  41

  Up Down
  Ability to contribute to Savings Goals from investment accounts [edited] (4 Merged Votes)

  Active under_crtl 251 views 21 comments 41 points Most recent by Coach Natalie June 13Feature Requests
• 
  Merged: Add Functionality: Using Brokerage Accounts for Savings Goals

  username1 22 views 0 comments 1 point Started by username1 June 10 Feature Requests
• 
  Link Recurring Transfer to Savings Goal

  aewelch 28 views 1 comment 1 point Most recent by Coach Natalie June 7Savings Goals
• 
  62

  Up Down
  Link from Transaction to 'take from' Savings goal (1 Merged Vote)

  In Review achester99 219 views 8 comments 62 points Most recent by aewelch June 7Feature Requests
• 
  29

  Up Down
  Savings Goal Contributions should reflect on Projected Cash Flow graph (2 Merged Vote)

  Active cfoxcvg 88 views 9 comments 29 points Most recent by Poptarts June 2Feature Requests
• 
  "Expected Undefined" message in Savings Goals

  RobWilk 16 views 5 comments 0 points Most recent by RobWilk June 1Feedback
• 
  2

  Up Down
  Ability to manually mark Savings Goal as “complete” (edited)

  Active LWrathBudget 26 views 3 comments 2 points Most recent by Coach Natalie June 1Feature Requests
• 
  2

  Up Down
  Ability to contribute to Savings Goals from the 'By Account View' tab (edited)

  Active txp 39 views 3 comments 2 points Most recent by RobWilk May 31Feature Requests
• 
  19

  Up Down
  Ability to Rearrange Savings Goals (edited)

  Active ccrawford 26 views 3 comments 19 points Most recent by 5impl5abi May 30Feature Requests
• 
  26

  Up Down
  Savings Goals add back to Spending Plan when used (2 Merged Votes)

  Active rayhooker 73 views 9 comments 26 points Most recent by Alison May 26Feature Requests
• 
  Can the projected cash flow be set to not show savings goals in the total ?

  Answered ✓ Closed Ct1234 29 views 4 comments 1 point Most recent by PolyNomad May 21Troubleshooting
• 
  Savings Goal - Spending History

  Answered ✓ Closed Flopbot 35 views 5 comments 1 point Most recent by DannyB May 21Savings Goals
• 
  2
  Recurring Transactions for Savings Goals and make it a part of my Spending Plan (edited)

  In Progress simplij 199 views 11 comments 2 points Most recent by Coach Natalie May 19Feature Requests
• 
  How do Savings Goals, "Yes, set aside" and Recurring Transfers interact?

  Answered ✓ Closed DannyB 25 views 3 comments 0 points Most recent by Coach Natalie May 13Savings Goals
• 
  3

  Up Down
  Ability to set a default Account for Savings Goal contributions (edited)

  Active Flopbot 24 views 2 comments 3 points Most recent by Coach Natalie May 9Feature Requests
• 
  Is there a way to set my savings goal to my account balance?

  Answered ✓ Closed AW90 21 views 2 comments 0 points Most recent by Coach Natalie May 9Savings Goals
• 
  Getting "Available" to $0.00

  Closed DannyB 23 views 0 comments 2 points Started by DannyB May 3 Share your Success!
• 
  Since when did goals list the pull from the account it came from instead of the contributed

  Answered ✓ Closed papermuffins 16 views 1 comment 0 points Most recent by Coach Natalie April 29Report a Bug
• 
  Wrapping my head around how to use Simplifi

  Closed DannyB 30 views 0 comments 1 point Started by DannyB April 23 Share your Success!
• 
  3

  Up Down
  Savings Goal: Add Ignored Icon

  Active Flopbot 14 views 1 comment 3 points Most recent by Coach Blake April 22Feature Requests
• 
  Savings goals not updating in spending plan

  Closed micram495 26 views 2 comments 0 points Most recent by Coach Natalie April 21Report a Bug
• 
  Unable to withdraw entire balance from goal

  Closed LtDan1912 23 views 6 comments 0 points Most recent by Coach Natalie April 19Report a Bug
• 
  Unable to withdraw from savings goal

  Closed RobWilk 33 views 4 comments 0 points Most recent by Coach Natalie April 18Report a Bug
• 
  Savings Goal Bug in Spending Plan (edited)

  Closed MakeItHurt82 33 views 5 comments 0 points Most recent by RobWilk April 18Report a Bug
• 
  Simplifi "goals" are much better than Quicken "Goals"

  Closed RobWilk 18 views 1 comment 1 point Most recent by Coach Natalie April 11Feedback
• 
  Spending a completed Savings Goal question

  Answered ✓ Closed StarbucksBob 49 views 7 comments 0 points Most recent by Coach Natalie April 6Savings Goals
• 
  2

  Up Down
  Show a breakdown of what Savings Goals an account has contributed to in Account Balances (edited)

  Active CharlesStello 23 views 1 comment 2 points Most recent by Coach Natalie March 29Feature Requests
• 
  4

  Up Down
  Change date of Savings Goal contribution

  Active akafritz 1 view 1 comment 4 points Most recent by mrzoops March 26Feature Requests