Savings Goals

Discussion List

• 
  Savings Goals Report (edited)

  Closed kwalley73 11 views 1 comment 1 point Most recent by Coach Natalie May 2024Using Savings Goals
• 
  Savings vs. savings goals?

  Answered ✓ Closed Whitecap 251 views 2 comments 0 points Most recent by Whitecap May 2024Getting Started
• 
  Using Savings Goal Money (edited)

  Answered ✓ Closed RRBarney 353 views 2 comments 0 points Most recent by EL1234 May 2024Using Savings Goals
• 
  Cannot contribute to some goals

  Closed Max1223 21 views 2 comments 0 points Most recent by Coach Natalie May 2024Troubleshooting
• 
  Previous Month Spending Plan Not Updating

  Closed onlyme 52 views 1 comment 0 points Most recent by bvanzile1 May 2024Troubleshooting
• 
  1

  Up Down
  Ability to set a Target DAY for Savings Goals, not just Month and Year (edited)

  Active DG1993 11 views 0 comments 1 point Started by DG1993 May 2024 Feature Requests
• 
  Contribution to Savings Goal Not Being Acknowledged, Any Ideas?

  Closed DannyB 238 views 4 comments -1 point Most recent by Coach Natalie May 2024Troubleshooting
• 
  227
  Ability to contribute to Savings Goals from investment accounts [edited] (4 Merged Votes)

  Completed Closed under_crtl 4.5K views 127 comments 227 points Most recent by DannyB April 2024Feature Requests
• 
  Monthly report says all savings goals are new

  Closed commatelier 51 views 5 comments 0 points Most recent by Coach Natalie April 2024Report a Bug
• 
  1

  Up Down
  Add an alert for negative 'balances' in the Savings Goals > By Account page (edited)

  In Review Emacken 183 views 14 comments 1 point Most recent by Coach Natalie April 2024Feature Requests
• 
  Merged: Tracking savings goal "spending"

  SeanTall 1 view 0 comments 1 point Started by SeanTall April 2024 Feature Requests
• 
  Merged: Allow non-checking/saving accounts for savings goals

  Helios 1 view 0 comments 2 points Started by Helios April 2024 Feature Requests
• 
  Spending plan discrepancy persists?

  Answered ✓ Closed Erin 97 views 5 comments 0 points Most recent by Erin April 2024Report a Bug
• 
  Merged: Simplified goal to keep track of a total balance from multiple accounts

  jeffe49 1 view 0 comments 0 points Started by jeffe49 April 2024 Feature Requests
• 
  19

  Up Down
  1:1 map a Savings Goal to an account (edited)

  Active timmyc123 166 views 10 comments 19 points Most recent by jeffe49 April 2024Feature Requests
• 
  3

  Up Down
  Add an overall 'Total' to Savings Goals (edited)

  Active RichS 21 views 0 comments 3 points Started by RichS April 2024 Feature Requests
• 
  Savings goals contributions on 1st of month are credited to prior month.

  Closed ArkBuilder 32 views 1 comment 0 points Most recent by Coach Jon April 2024Troubleshooting
• 
  Automatic Contributions to Savings Goals

  Closed Coach Natalie 373 views 0 comments 2 points Started by Coach Natalie April 2024 Announcements
• 
  Savings Goal Match Account Balance

  Closed SuperSolidSam 47 views 2 comments 0 points Most recent by RobWilk March 2024Using Savings Goals