Savings Goals

Discussion List

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  Merged: Monthly Savings Goals Automatically Over-Contributed

  Closed Ahzborn 1 view 0 comments 0 points Most recent by Ahzborn January 22General Troubleshooting
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  Merged: Assets (Including Savings Goals) Doubled Overnight (01/22/2026)

  Closed TiggerTrainer 771 views 0 comments 2 points Most recent by aariana January 22Report a Bug
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  5

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  Add a Savings Goal Journal (edited)

  Active Hover2mach 12 views 1 comment 5 points Most recent by DryHeat January 12Feature Requests
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  3

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  Contribute to Savings Goals Notification - Exclude Future Goals (edited)

  Active Hover2mach 11 views 1 comment 3 points Most recent by Hover2mach January 12Feature Requests
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  5

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  Ability to add notes to Savings Goals (edited)

  Active Hover2mach 1 view 0 comments 5 points Most recent by Hover2mach January 12Feature Requests
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  Allow Transactions to Link Directly to Savings Goals

  Closed RDMitra 103 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 31 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 651 views 29 comments 98 points Most recent by DryHeat December 2025Feature Requests
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  Changes to Savings Goals should apply retroactively (edited)

  Closed 0111010101 52 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 697 views 12 comments 64 points Most recent by RDMitra December 2025Feature Requests
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  Link Savings Goal to Account Balance

  Closed mdesch 21 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)

  Closed DryHeat 152 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 421 views 7 comments 25 points Most recent by DryHeat December 2025Feature Requests
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  Savings Goal changed my account balance

  Closed luke.navarro 41 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 45 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 41 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 263 views 12 comments 7 points Most recent by SRC54 November 2025Feedback
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  How to withdraw from savings goal?

  Closed llamafilm 92 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 21 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  14

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  Savings Goals: add Notes

  Active BlackNumberOne 71 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 41 views 3 comments 1 point Most recent by Coach Natalie November 2025Using Savings Goals
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  New User

  Closed DaveVT 71 views 8 comments 0 points Most recent by DannyB November 2025Getting Started
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  Linking Savings goal to transactions

  Answered ✓ Closed lynchbro 51 views 1 comment 1 point Most recent by Coach Kristina October 2025Using Savings Goals
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  Deleted Savings Goal Still Showing in Savings Account (edited)

  Closed imigg 41 views 4 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  "Saved for goals" shows $0

  Closed System 21 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 2.1K views 50 comments 195 points Most recent by DryHeat October 2025Feature Requests
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  Inconsistent data between Savings Goals contributions and Monthly Summary

  Closed DannyB 52 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 115 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 95 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug