Savings Goals

3

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

Active ajbopp 61 views 4 comments 3 points Most recent by DannyB February 2025Feature Requests

2

Savings Goals Should Allow for Projected Interest

Active Tennismime 31 views 2 comments 2 points Most recent by DannyB February 2025Feature Requests

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

Closed DryHeat 454 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 704 views 18 comments 38 points Most recent by Coach Natalie February 2025Feature Requests

36

Change date of Savings Goal contribution

Completed Closed akafritz 513 views 14 comments 36 points Most recent by Coach Natalie January 2025Feature Requests

Select Multiple Accounts for for Saving Goal

Closed Frank Drebin 11 views 2 comments 1 point Most recent by RobWilk January 2025Feedback

Savings Goals do not work! Unusable!

Closed tobyN 82 views 5 comments 1 point Most recent by tobyN January 2025Report a Bug

Savings Goal Contributions to Joint Account

Closed Lawnchair 41 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals

Unable to create savings goal: "Error Occured"

Closed RobWilk 32 views 2 comments 0 points Most recent by RobWilk January 2025Report a Bug

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

Closed DannyB 171 views 7 comments 3 points Most recent by DannyB January 2025Using Savings Goals

34

Retirement Savings Goal/Planner (edited)

Completed Closed rickey 801 views 11 comments 34 points Most recent by Coach Natalie January 2025Feature Requests

Inaccurate Chase Balance and Savings Goals

Closed RobertoT 62 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 32 views 3 comments 0 points Most recent by DannyB January 2025Using Savings Goals

4

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

Active Chris 21 views 1 comment 4 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 193 views 3 comments 2 points Most recent by Coach Kristina December 2024Feedback

Keeping the Savings Goals conversation ALIVE!!!

Closed DannyB 41 views 2 comments 1 point Most recent by DannyB December 2024Using Savings Goals

Savings Goal Does Not Stop in Spending Plan

Closed Paul321 42 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 41 views 4 comments 5 points Most recent by DannyB December 2024Feature Requests

Spending against a goal should not impact the Spending Plan

Closed wmanzer 31 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 11 views 1 comment 0 points Most recent by Coach Kristina December 2024Report a Bug

More robust goal feature

Closed mcusey 41 views 3 comments 1 point Most recent by mcusey November 2024Using Savings Goals

27

Continuous Savings Goal

Active Chanse 232 views 6 comments 27 points Most recent by DannyB November 2024Feature Requests

Savings goal total not updating after contributions

Closed Dave L 32 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 31 views 5 comments 12 points Most recent by Flopbot November 2024Feature Requests

Weekly, Percentage Based, and Unlimited Savings Goals

Closed JMoney 102 views 6 comments 2 points Most recent by JMoney November 2024Feedback

15

Open Savings Goals with no goal amount (edited)

Active HSC 21 views 3 comments 15 points Most recent by JMoney November 2024Feature Requests

Goal's Tag Name added to Payee List after a contribution

Closed Graham 31 views 5 comments 0 points Most recent by Coach Natalie November 2024Report a Bug

Moving Money Between Goals

Answered ✓ Closed TheReal702 32 views 2 comments 0 points Most recent by TheReal702 November 2024Using Savings Goals

Savings Goals

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