Savings Goals

Discussion List

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  Merged: Ability to link transactions to Savings Goals withdrawals

  Bluebells 1 view 0 comments 1 point Started by Bluebells January 5 Feature Requests
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  Saving goal from checking to savings

  Answered ✓ Closed Phil61 54 views 1 comment 0 points Most recent by ajbopp January 5Using Savings Goals
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  How to categorize self-escrow?

  Answered ✓ Closed EricG301 102 views 1 comment 0 points Most recent by Coach Natalie January 3Bills and Income
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  Ability to Link to a transaction when using Withdrawal from savings goal?

  Answered ✓ Closed michfromflorida 116 views 1 comment 0 points Most recent by UrsulaA January 3Using Savings Goals
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  Add a Savings Goal Report (edited)

  In Review ajbopp 121 views 1 comment 12 points Most recent by ajbopp December 2023Feature Requests
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  Using Savings Goal to plan for a large bill payment

  Closed Jad 169 views 4 comments 3 points Most recent by Coach Natalie December 2023Using Savings Goals
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  RE: Savings goals in spending plan

  Answered ✓ shandranancy 115 views 6 comments 0 points Most recent by Coach Natalie December 2023Using the Spending Plan
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  Merged: Track Saving Goal withdrawals in Spending Plan

  BlankTom2.0 1 view 0 comments 1 point Started by BlankTom2.0 December 2023 Feature Requests
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  Retirement Savings Goal/Planner (edited)

  Active rickey 453 views 7 comments 34 points Most recent by budgetj75 December 2023Feature Requests
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  New Feature Requests for Quicken Simplifi

  Closed Tw1sted 62 views 5 comments 1 point Most recent by Coach Natalie December 2023Feedback
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  Merged: Ability to Exclude or Adjust a Savings Goal for 1 Month

  ScribblyAnn 11 views 0 comments 1 point Started by ScribblyAnn December 2023 Feature Requests
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  Merged: Allow to select multiple subcategories in Spending Plan Planned Spending groups

  Max1223 21 views 0 comments 2 points Started by Max1223 December 2023 Feature Requests
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  Merged: Ability to associate more than one account to a Goal

  aolafsson 11 views 0 comments 1 point Started by aolafsson December 2023 Feature Requests
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  Merged: Retirement Goal

  Dave L 11 views 0 comments 2 points Started by Dave L December 2023 Feature Requests
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  Savings Goals and Ongoing Budgeting

  Answered ✓ Closed Jordan G 130 views 1 comment 0 points Most recent by DannyB December 2023Using the Spending Plan
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  Including investments from in goals

  Closed DocLouis 44 views 1 comment 0 points Most recent by Coach Natalie December 2023Using Savings Goals
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  Can I link expenditures to a goal that has been reached?

  Answered ✓ Closed Tally Tim 36 views 1 comment 0 points Most recent by DannyB December 2023Using Savings Goals
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  Recurring Transactions for Savings Goals and make it a part of my Spending Plan (edited)

  In Review simplij 1.3K views 27 comments 19 points Most recent by jason c December 2023Feature Requests
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 42 views 0 comments 2 points Started by MelonieH November 2023 Feature Requests
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  New to Simplifi. Thoughts and Questions about Savings Goals

  Closed Glimmer3721 380 views 8 comments 0 points Most recent by Flopbot November 2023Using Savings Goals
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  "Savings Goals" default account Mobile vs. Web (edited)

  Closed RobWilk 31 views 3 comments 0 points Most recent by Coach Natalie November 2023Report a Bug
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  Can't get to the "contribute" button on savings goals

  Closed ClaireD 43 views 3 comments 0 points Most recent by ClaireD November 2023Report a Bug
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  Is there a way to automate monthly contribute to savings goal?

  Answered ✓ Closed FutureEye 104 views 7 comments 0 points Most recent by Coach Natalie November 2023Using Savings Goals
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  Spending Plan and ER purchases

  Answered ✓ Closed Humanleg86 53 views 3 comments 0 points Most recent by Flopbot November 2023Using Savings Goals
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  Merged: Savings Goals and Investment Accounts

  Leo Brenns 1 view 0 comments 1 point Started by Leo Brenns November 2023 Feature Requests
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  include investments in goals

  Closed knausssss 45 views 1 comment 0 points Most recent by Coach Kristina November 2023Using Savings Goals
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  Ability to set a default Account for Savings Goal contributions (edited)

  Active Flopbot 102 views 10 comments 10 points Most recent by Flopbot November 2023Feature Requests
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  Merged: Combine Recurring Bills & Savings Goals Features into One Feature - Envelope

  WehoCoder 1 view 0 comments 1 point Started by WehoCoder November 2023 Feature Requests
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  Automatically Calculate & Suggest Emergency Fund Amount for Savings Goal

  Active WehoCoder 46 views 0 comments 2 points Started by WehoCoder November 2023 Feature Requests