Savings Goals

Withdrawals from Savings goals should show up on savings plan

Closed DrewDrawed 47 views 2 comments 2 points Most recent by Coach Natalie January 24Feedback

Need more features with Goal and Asset

Closed maxtheinvest 21 views 1 comment 0 points Most recent by Coach Natalie January 24Feedback

1

A type of savings goal where I can go negative and pay myself back to reach $0

Active DrewDrawed 33 views 0 comments 1 point Started by DrewDrawed January 24 Feature Requests

Savings Goals: Last decimal place is truncated sometimes

ajbopp 22 views 1 comment 1 point Most recent by Coach Natalie January 22Report a Bug

What is the proper way to use Spending Plan and Savings Goals together since there are no rollovers.

Answered ✓ Closed Max1223 107 views 3 comments 0 points Most recent by Flopbot January 19Troubleshooting

Savings Goals: Additional Monthly Contribution

Answered ✓ Closed Pchamb1998 61 views 2 comments 0 points Most recent by Coach Natalie January 18Using Savings Goals

Is it possible to see specific savings goals under account list?

Answered ✓ Closed AlexM 64 views 2 comments 0 points Most recent by Coach Natalie January 18Using Savings Goals

4

Ability to set a Start Date for Savings Goals even when a 'Saved so far' amount is used (edited)

Active ajbopp 55 views 1 comment 4 points Most recent by Coach Natalie January 17Feature Requests

Confusion setting up Goals - Bad math?

Closed Dave5150 134 views 13 comments 0 points Most recent by Dave5150 January 13Using Savings Goals

Goal "Saved So Far" Not Updating

Closed aolafsson 150 views 9 comments 0 points Most recent by Coach Natalie January 11Using Savings Goals

2

Ability to apply released Planned Spending funds to a Savings Goal (edited)

Active Emacken 76 views 2 comments 2 points Most recent by Emacken January 11Feature Requests

4

Savings Goals - Make it track REAL savings accounts (edited)

Active maplewolf90 120 views 3 comments 4 points Most recent by aolafsson January 11Feature Requests

Contributing to goals then deleting goals adds contributed amount to funding account

Answered ✓ Closed idkmanm 51 views 1 comment 0 points Most recent by idkmanm January 7Report a Bug

Merged: Ability to link transactions to Savings Goals withdrawals

Bluebells 1 view 0 comments 1 point Started by Bluebells January 5 Feature Requests

Saving goal from checking to savings

Answered ✓ Closed Phil61 57 views 1 comment 0 points Most recent by ajbopp January 5Using Savings Goals

How to categorize self-escrow?

Answered ✓ Closed EricG301 106 views 1 comment 0 points Most recent by Coach Natalie January 3Bills and Income

Ability to Link to a transaction when using Withdrawal from savings goal?

Answered ✓ Closed michfromflorida 140 views 1 comment 0 points Most recent by UrsulaA January 3Using Savings Goals

12

Add a Savings Goal Report (edited)

In Review ajbopp 123 views 1 comment 12 points Most recent by ajbopp December 2023Feature Requests

Using Savings Goal to plan for a large bill payment

Closed Jad 180 views 4 comments 3 points Most recent by Coach Natalie December 2023Using Savings Goals

RE: Savings goals in spending plan

Answered ✓ shandranancy 118 views 6 comments 0 points Most recent by Coach Natalie December 2023Using the Spending Plan

Merged: Track Saving Goal withdrawals in Spending Plan

BlankTom2.0 1 view 0 comments 1 point Started by BlankTom2.0 December 2023 Feature Requests

New Feature Requests for Quicken Simplifi

Closed Tw1sted 64 views 5 comments 1 point Most recent by Coach Natalie December 2023Feedback

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

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

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

Merged: Retirement Goal

Dave L 11 views 0 comments 2 points Started by Dave L December 2023 Feature Requests

Savings Goals and Ongoing Budgeting

Answered ✓ Closed Jordan G 143 views 1 comment 0 points Most recent by DannyB December 2023Using the Spending Plan

Including investments from in goals

Closed DocLouis 44 views 1 comment 0 points Most recent by Coach Natalie December 2023Using Savings Goals

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

Savings Goals

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