Savings Goals

39

Pool Savings Accounts for Savings Goals Contributions (edited)

Active abresh 259 views 18 comments 39 points Most recent by DannyB October 2024Feature Requests

Using a Savings Goal to Track "Left at end of month"

Closed DannyB 136 views 2 comments 2 points Most recent by DannyB October 2024How do you Quicken Simplifi?

Completed savings goal still showing as “not contributed” in my spending plan?

Answered ✓ Closed Erin 58 views 3 comments 0 points Most recent by DannyB September 2024Using Savings Goals

Be able to link transactions to your goals

Closed BrittLew 11 views 1 comment 0 points Most recent by UrsulaA September 2024Feedback

Goals - Undo or Edit Spent Amount

Answered ✓ Closed cowboydude99 53 views 3 comments 0 points Most recent by Coach Natalie September 2024Using Savings Goals

Savings Goals Enhancements Survey Update and Top 10 Ideas

Closed UrsulaA 71 views 0 comments 4 points Started by UrsulaA August 2024 FAQ Section

2

Automatic recommendations for sending money to Savings Goals or Planned Spending (edited)

Active eMoneyBagz 11 views 0 comments 2 points Started by eMoneyBagz August 2024 Feature Requests

Contribute to Savings Goal from Income

Closed jtb36 54 views 1 comment 0 points Most recent by DannyB August 2024Using Savings Goals

Undo or adjust an amount withdrawn from a goal

Closed tazelahy 91 views 3 comments 0 points Most recent by Coach Jon August 2024Using Savings Goals

Saving goals not factored into Projected Cash Flow?

Closed Danpam1024 38 views 1 comment 0 points Most recent by Coach Kristina August 2024Projected Cash Flow

Transferred From Mint

Closed Marissa 42 views 3 comments 0 points Most recent by UrsulaA August 2024Feedback

Savings Goals Contributions Saving to Wrong Month?

Closed Lynliss0 41 views 6 comments 0 points Most recent by Lynliss0 August 2024Troubleshooting

12

Add feature to transfer funds from one goal to another

Active LtDan1912 32 views 3 comments 12 points Most recent by RobWilk August 2024Feature Requests

Matching savings goal funds to expenses

Closed MattS 45 views 1 comment 0 points Most recent by RobWilk August 2024Using Savings Goals

Undo incorrect withdrawal?

Answered ✓ Closed Emacken 43 views 4 comments 0 points Most recent by Emacken August 2024Using Savings Goals

Disappearing transaction after savings goal contribution

Closed tobyN 21 views 3 comments 0 points Most recent by tobyN July 2024Report a Bug

8

Stop Savings Goals from counting in the Spending Plan upon expected completion (edited)

Completed Closed Md2023 102 views 3 comments 8 points Most recent by Coach Natalie July 2024Feature Requests

2

Allow 'Account' to be selected before entering a "Saved so far" amount when creating a Goal (edited)

Active davebogue 2 views 1 comment 2 points Most recent by Coach Natalie July 2024Feature Requests

Unable to withdraw/contribute to a Savings Goal (edited)

Closed System 46 views 9 comments 0 points Most recent by Coach Natalie July 2024Report a Bug

Unable to contribute to Savings Goal

Closed lindsayla18 190 views 17 comments 0 points Most recent by Coach Natalie July 2024Report a Bug

4

Add a Savings Goal for Target Net Worth (edited)

Active ADawg 72 views 3 comments 4 points Most recent by DannyB July 2024Feature Requests

Working with Planned Spending Rollover: An Experiment

Closed DannyB 904 views 25 comments 6 points Most recent by DannyB July 2024How do you Quicken Simplifi?

Reordering savings goals?

Answered ✓ Closed LaurieS 48 views 3 comments 0 points Most recent by Coach Jon July 2024Using Savings Goals

2

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

Active KP_9 11 views 0 comments 2 points Started by KP_9 June 2024 Feature Requests

Merged: Ability to contribute to a Savings Goal from multiple accounts

KP_9 11 views 0 comments 2 points Started by KP_9 June 2024 Using Savings Goals

Rollover Money - Where is it?

Closed DannyB 500 views 9 comments 2 points Most recent by Flopbot June 2024How do you Quicken Simplifi?

Savings Goal Improvements

Closed jb13257 64 views 1 comment 1 point Most recent by Coach Natalie June 2024Feedback

Manual Savings Account Incorrect Balance

Closed Robinthemike 196 views 26 comments 0 points Most recent by Robinthemike June 2024Report a Bug

Merged: Skip or custom edit savings goal contribution for individual month

silentdream 1 view 0 comments 1 point Started by silentdream June 2024 Feature Requests

Fluctuating savings goals

Answered ✓ Closed RRBarney 83 views 3 comments 1 point Most recent by Coach Natalie June 2024Using Savings Goals

Savings Goals

Discussion List