Savings Goals

Merged: Savings Goals and Transactions

ajbopp 1 view 0 comments 2 points Started by ajbopp October 2023 Feature Requests
Unable to contribute less than a dollar to a Savings Goal on the mobile app (edited)

Closed FrancisSchommer 52 views 2 comments 0 points Most recent by Coach Natalie October 2023Report a Bug
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Savings Goal Contributions should reflect on Projected Cash Flow graph (2 Merged Vote)

In Review cfoxcvg 368 views 17 comments 70 points Most recent by RobWilk October 2023Feature Requests
Withdrawing from Completed Savings Goal does not change its "Completed' status

Closed RobWilk 52 views 3 comments 0 points Most recent by RobWilk October 2023Report a Bug
Spending Plan: Delay in Goal contributions updating Available calculation (edited)

Closed pawebb 133 views 10 comments 0 points Most recent by Coach Natalie October 2023Report a Bug
Contribution to Savings Goals are being credited to Prior Month.

Closed blanktom 145 views 10 comments 0 points Most recent by Coach Natalie October 2023Troubleshooting
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Automatic Bank Transfers to Savings Goals (edited)

Active qrhouse 138 views 2 comments 2 points Most recent by RobWilk October 2023Feature Requests
Random Savings Goals are not being added up correctly

Closed ajbopp 22 views 3 comments 1 point Most recent by RobWilk October 2023Report a Bug
Partial contributions to Savings Goals

Answered ✓ Closed DannyB 64 views 1 comment 0 points Most recent by Coach Natalie September 2023Using Savings Goals
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Ability to close out and archive or delete completed Savings Goals (edited)

Active DannyB 257 views 1 comment 16 points Most recent by pawebb September 2023Feature Requests
New customization options for the Accounts List!

Closed Coach Natalie 399 views 0 comments 4 points Started by Coach Natalie September 2023 Updates From the Product Team
Spending Plan>Future Months>Savings Goal not updating or wrong (Problem Returned)

Closed RobWilk 165 views 14 comments 0 points Most recent by RobWilk September 2023Report a Bug
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Savings Goals: Turn 'Monthly Target' into a button that inserts the amount to contribute (edited)

Active pawebb 32 views 1 comment 2 points Most recent by RobWilk September 2023Feature Requests
Merged: Contribute to savings goal should default to last account used

tej 11 views 0 comments 2 points Started by tej September 2023 Feature Requests
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Add Hover Text to Savings Goals > By Account

Active Flopbot 63 views 2 comments 3 points Most recent by RobWilk September 2023Feature Requests
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Ability to sort or rearrange Savings Goals in the Spending Plan (edited)

Active pawebb 34 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

Active pawebb 32 views 0 comments 3 points Started by pawebb August 2023 Feature Requests
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Savings Goals: Turn 'Max available' into a button that inserts the amount for withdrawal (edited)

Active pawebb 32 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
The Monthly Rollover

Answered ✓ Closed pawebb 506 views 2 comments 1 point Most recent by DannyB August 2023Using the Spending Plan
Savings Goals > By Account Oddity.

Closed Flopbot 151 views 25 comments 0 points Most recent by pawebb August 2023Report a Bug
2

Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

Already Offered Closed pawebb 54 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests
Savings Goals Contributions Editing (edited)

Closed Mark H. 221 views 5 comments 0 points Most recent by pawebb August 2023Using Savings Goals
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Make the 'View Goal' option from the Spending Plan a modal instead of a redirect (edited)

Active pawebb 31 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
Unable to withdraw from Savings Goals

Closed ajbopp 49 views 8 comments 0 points Most recent by ajbopp August 2023Report a Bug
Merged: Savings Goals By Account view shows individual goals

pawebb 1 view 0 comments 0 points Started by pawebb August 2023 Report a Bug
How does making a withdrawal affect this months contributions for the month?

Answered ✓ Closed DannyB 94 views 4 comments 0 points Most recent by DannyB July 2023Using Savings Goals
(Once again...) How do I account for a partial transaction coming from a Savings Goal?

Answered ✓ Closed myllanac 73 views 3 comments 0 points Most recent by Coach Natalie July 2023Using Savings Goals
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Savings Goals: add Notes

Active BlackNumberOne 62 views 3 comments 12 points Most recent by YesIndeedee July 2023Feature Requests
Merged: Please fix Savings goals: let us link to existing transfers!

avihawver 1 view 0 comments 1 point Started by avihawver July 2023 Feature Requests
How do I cancel/end savings goal after the money is already spent without inflating acct balance?

Answered ✓ Closed ewalkerc 109 views 1 comment 0 points Most recent by DannyB July 2023Using Savings Goals