Savings Goals

Request- Indicate bank balance with total rollover amount deducted from it

Closed BenB 173 views 22 comments 1 point Most recent by BenB March 2025Using the Spending Plan

1

Savings Goals: Allow "Already Saved" amount to match Goal Amount

Active RobWilk 14 views 0 comments 1 point Started by RobWilk March 2025 Feature Requests

Savings Goals Corruption

Closed PolyNomad 37 views 5 comments 0 points Most recent by Coach Jon February 2025Report a Bug

3

Add Savings Goal Name to Contribute and Withdraw windows (edited)

Active ajbopp 65 views 4 comments 3 points Most recent by DannyB February 2025Feature Requests

2

Savings Goals Should Allow for Projected Interest

Active Tennismime 21 views 2 comments 2 points Most recent by DannyB February 2025Feature Requests

Using Savings Goals for Quarterly, Semi-Annual, and Yearly Bills

Closed DryHeat 362 views 11 comments 0 points Most recent by KP_9 February 2025Using Savings Goals

38

Ability to use multiple accounts for "Saved so far" in Savings Goal setup [edited] (1 Merged Vote)

Completed Closed kwimmer 677 views 18 comments 38 points Most recent by Coach Natalie February 2025Feature Requests

36

Change date of Savings Goal contribution

Completed Closed akafritz 506 views 15 comments 36 points Most recent by Coach Natalie January 2025Feature Requests

Select Multiple Accounts for for Saving Goal

Closed Frank Drebin 15 views 2 comments 1 point Most recent by RobWilk January 2025Feedback

Savings Goals do not work! Unusable!

Closed tobyN 84 views 5 comments 1 point Most recent by tobyN January 2025Report a Bug

Savings Goal Contributions to Joint Account

Closed Lawnchair 30 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals

Unable to create savings goal: "Error Occured"

Closed RobWilk 31 views 2 comments 0 points Most recent by RobWilk January 2025Report a Bug

Savings Goal Heavy Lifting (A Just-For-Fun Post)

Closed DannyB 158 views 7 comments 3 points Most recent by DannyB January 2025Using Savings Goals

34

Retirement Savings Goal/Planner (edited)

Completed Closed rickey 786 views 11 comments 34 points Most recent by Coach Natalie January 2025Feature Requests

Inaccurate Chase Balance and Savings Goals

Closed RobertoT 58 views 4 comments 0 points Most recent by DannyB January 2025Troubleshooting

How to tell how much needs to be contributed to a savings goal be back on target?

Closed jcody21 34 views 3 comments 0 points Most recent by DannyB January 2025Using Savings Goals

3

Option to not have extra Savings Goals contributions included in the Spending Plan (edited)

Active Chris 25 views 1 comment 3 points Most recent by Coach Natalie December 2024Feature Requests

Merged: Savings Goals in Projected Cash Flow

Closed KAEAL 11 views 0 comments 3 points Most recent by tobyN December 2024Feature Requests

Saving Goals and transfers to specific accounts

Closed IgnacioRG 147 views 3 comments 2 points Most recent by Coach Kristina December 2024Feedback

Keeping the Savings Goals conversation ALIVE!!!

Closed DannyB 40 views 2 comments 1 point Most recent by DannyB December 2024Using Savings Goals

Savings Goal Does Not Stop in Spending Plan

Closed Paul321 44 views 3 comments 1 point Most recent by Paul321 December 2024Using the Spending Plan

5

Monthly Summary Report: Change the color for over-contributed Savings Goals (edited)

Active DannyB 46 views 4 comments 5 points Most recent by DannyB December 2024Feature Requests

Spending against a goal should not impact the Spending Plan

Closed wmanzer 34 views 1 comment 2 points Most recent by Coach Kristina December 2024Feedback

Goals that are completed reappear in the next month's Spending Plan

Closed wmanzer 12 views 1 comment 0 points Most recent by Coach Kristina December 2024Report a Bug

4

Savings Goal: Add Ignored Icon

Active Flopbot 22 views 2 comments 4 points Most recent by Coach Natalie November 2024Feature Requests

More robust goal feature

Closed mcusey 44 views 3 comments 1 point Most recent by mcusey November 2024Using Savings Goals

27

Continuous Savings Goal

Active Chanse 231 views 6 comments 27 points Most recent by DannyB November 2024Feature Requests

Savings goal total not updating after contributions

Closed Dave L 35 views 7 comments 0 points Most recent by Dave L November 2024Troubleshooting

12

Add other options besides "Monthly" to planned contributions for Savings Goals (edited)

Active Flopbot 30 views 5 comments 12 points Most recent by Flopbot November 2024Feature Requests

Savings Goals

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