Savings Goals

Discussion List

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  12

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  Add a Savings Goal Report (edited)

  In Review ajbopp 128 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 188 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 123 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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  New Feature Requests for Quicken Simplifi

  Closed Tw1sted 65 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 148 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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  21

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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 21 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 431 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 44 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 109 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 46 views 1 comment 0 points Most recent by Coach Kristina November 2023Using Savings Goals
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  10

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  Ability to set a default Account for Savings Goal contributions (edited)

  Active Flopbot 104 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
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  Ability to select any account type for a savings goal

  Closed dkelleybrew 43 views 1 comment 1 point Most recent by Coach Natalie November 2023Using Savings Goals
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  Merged: Ability to select multiple accounts for a savings goal

  dkelleybrew 1 view 0 comments 1 point Started by dkelleybrew November 2023 Feature Requests
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  Merged: Multiple Accounts for Savings Goal

  LakGoy 11 views 0 comments 2 points Started by LakGoy November 2023 Feature Requests
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  Goals keep adding up contribution amounts with no way to subtract or undo

  Answered ✓ Closed GCA 98 views 3 comments 0 points Most recent by Flopbot November 2023Report a Bug
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  Withdrawal for Goal

  Closed ellinj 131 views 4 comments 0 points Most recent by DannyB October 2023Using Savings Goals
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  Savings Goal showing "Behind 1 month"

  Closed blanktom 24 views 2 comments 0 points Most recent by Coach Natalie October 2023Troubleshooting