Savings Goals

Discussion List

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

  In Review achester99 2.9K views 65 comments 248 points Most recent by estebanV January 6Feature Requests
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  Allow Transactions to Link Directly to Savings Goals

  RDMitra 38 views 4 comments 1 point Most recent by Coach Natalie January 5Using Savings Goals
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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 38 views 1 comment 5 points Most recent by Coach Natalie December 2025Feature Requests
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  Savings Goal Contributions should reflect on Projected Cash Flow graph (2 Merged Vote)

  In Review cfoxcvg 579 views 29 comments 94 points Most recent by DryHeat December 2025Feature Requests
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  Contribute to Savings Goals Notification - Exclude Future Goals (edited)

  Active Hover2mach 10 views 0 comments 2 points Started by Hover2mach December 2025 Feature Requests
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  Changes to Savings Goals should apply retroactively (edited)

  0111010101 31 views 3 comments 2 points Most recent by DryHeat December 2025Using Savings Goals
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  Ability to link or tie Savings Goals contributions/withdraws to transactions (edited)

  Active andrew1030 605 views 12 comments 63 points Most recent by RDMitra December 2025Feature Requests
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  Link Savings Goal to Account Balance

  mdesch 11 views 1 comment 0 points Most recent by Coach Kristina December 2025Using Savings Goals
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  Some current Savings Goals not showing up in Spending Plan (edited)

  DryHeat 65 views 10 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Ability to close out and archive or delete completed Savings Goals (edited)

  Active DannyB 398 views 7 comments 24 points Most recent by DryHeat December 2025Feature Requests
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  Savings Goal changed my account balance

  Closed luke.navarro 33 views 3 comments 0 points Most recent by DryHeat December 2025Troubleshooting
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  How to use completed savings goals

  Answered ✓ Closed Mike B 36 views 4 comments 0 points Most recent by Mike B November 2025Feedback
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  Savings Goals need an "End Goal" option (edited)

  Active RobWilk 38 views 2 comments 4 points Most recent by RobWilk November 2025Feature Requests
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  Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting

  Closed cubateve 149 views 12 comments 5 points Most recent by SRC54 November 2025Feedback
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  How to withdraw from savings goal?

  Closed llamafilm 41 views 4 comments 0 points Most recent by RobWilk November 2025Using Savings Goals
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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 23 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  Savings Goals: add Notes

  Active BlackNumberOne 69 views 4 comments 14 points Most recent by DryHeat November 2025Feature Requests
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  Unknown Account holding part of savings goal?

  Answered ✓ Closed gold3 35 views 3 comments 1 point Most recent by Coach Natalie November 2025Using Savings Goals
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  New User

  Closed DaveVT 66 views 8 comments 0 points Most recent by DannyB November 2025Getting Started
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 42 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Savings Goals: Last decimal place is truncated sometimes

  ajbopp 28 views 3 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Deleted Savings Goal Still Showing in Savings Account (edited)

  Closed imigg 22 views 4 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  "Saved for goals" shows $0

  Closed System 27 views 3 comments 0 points Most recent by Etch44 October 2025Report a Bug
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  Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

  In Review jvipatapat 1.7K views 50 comments 191 points Most recent by DryHeat October 2025Feature Requests
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  Inconsistent data between Savings Goals contributions and Monthly Summary

  Closed DannyB 23 views 3 comments 0 points Most recent by Coach Jon October 2025Report a Bug
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  Deleted Savings Goals still showing in accounts

  Closed More or Les 102 views 13 comments 0 points Most recent by Coach Jon October 2025Troubleshooting
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  Deleted Savings Goals do not release funds in Accounts List (edited)

  Closed RiversideKid 47 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 531 views 30 comments 67 points Most recent by Dick_Davis September 2025Feature Requests