Savings Goals

Discussion List

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  1

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  Ability to designate specific holdings/funds as a Savings Goal (edited)

  Active Indecision 23 views 0 comments 1 point Started by Indecision October 19 Feature Requests
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  16

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  Add a Savings Goal Report (edited)

  In Review ajbopp 152 views 2 comments 16 points Most recent by birbyb October 2Feature Requests
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  Is there a Savings Goal Report? (edited)

  Answered ✓ birbyb 66 views 1 comment 0 points Most recent by Coach Aldair October 2Using Savings Goals
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  274

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

  In Review achester99 4K views 72 comments 274 points Most recent by DryHeat September 22Feature Requests
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  199

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  Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

  In Review jvipatapat 2.6K views 51 comments 199 points Most recent by n2it September 9Feature Requests
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  Allow creation of a custom Target Asset Allocation goal

  Active pbryn1983 22 views 0 comments 1 point Started by pbryn1983 August 30 Feature Requests
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  72

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  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 995 views 41 comments 72 points Most recent by DryHeat August 29Feature Requests
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  26

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  Ability to close out and archive or delete completed Savings Goals (edited)

  Active DannyB 551 views 8 comments 26 points Most recent by DryHeat August 2Feature Requests
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  4

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  Mobile App: Add a 'By Account' view to Savings Goals (edited)

  Active KP_9 55 views 2 comments 4 points Most recent by Keaton July 30Feature Requests
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  104

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

  In Review cfoxcvg 1.1K views 31 comments 104 points Most recent by BearJoe June 1Feature Requests
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  25

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  1:1 map a Savings Goal to an account (edited)

  Active timmyc123 358 views 11 comments 25 points Most recent by Amanza May 24Feature Requests
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  15

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  Add feature to transfer funds from one goal to another

  Active LtDan1912 91 views 4 comments 15 points Most recent by CS1234 May 24Feature Requests
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  81

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

  Active JTerbeek 955 views 17 comments 81 points Most recent by CS1234 May 24Feature Requests
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  Amount available to withdraw is negative for savings goal (edited)

  Closed lindsayla18 184 views 13 comments 0 points Most recent by Coach Natalie May 7Troubleshooting
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  Funds from deleted savings goal still appear in the source account

  Closed lindsayla18 152 views 13 comments 0 points Most recent by Coach Jon May 7Troubleshooting
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  Savings Goal contributions/withdrawals (with dates/amounts) appear in Spending Report (edited)

  Closed DryHeat 159 views 8 comments 0 points Most recent by Coach Natalie April 28Report a Bug
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  Why does my Savings Goal appear in Spending Plan months past its target date?

  Answered ✓ Closed tylermdunn 98 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals
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  6

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  Remove the 'New Goal' card from the Savings Goal page (edited)

  Active ajbopp 93 views 5 comments 6 points Most recent by Coach Natalie April 1Feature Requests
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  Savings Goals: Last decimal place is truncated sometimes

  Closed ajbopp 103 views 4 comments 1 point Most recent by Coach Natalie March 16Report a Bug
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  Savings Goals won't recognize date

  Closed Aloveyu2 45 views 1 comment 0 points Most recent by Coach Kristina March 15Troubleshooting
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  2

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  Ability to edit the Tags tied to active Savings Goals (edited)

  Active Thaddeous 91 views 4 comments 2 points Most recent by DryHeat March 9Feature Requests