Savings Goals
complete
S
Solid Bovid
Savings goal feature
O
Olivia
complete
Savings Goals are here!
Check out our announcement video here: https://youtu.be/Keo6gzSusX4
We've put together a bunch of resources to help you get started, which you can check out here: https://help.copilot.money/en/collections/12508175-goals
If you have any other questions, please don't hesitate to contact our Customer Success team via the in-app chat 🙂
O
Olivia
in progress
O
Olivia
Merged in a post:
Create Buckets Under Specific Accounts
D
Dutch white Spoonbill
An option to create buckets in Copilot under specific accounts, similar to the functionality that depository accounts at Wealthfront support.
O
Olivia
Merged in a post:
Track transfer type transactions as purposeful saving / investing
C
Clean Basilisk
It would be really nice to see and plan, or even test scenaros of how much I intentially move into my different savings and investing accounts.
O
Olivia
Merged in a post:
Virtual Buckets for Savings accounts
F
Fortunate Owl
So if you had a savings account with $15,000 in it, you could specify that $10k was for your emergency fund, $2k for vacations, $1.5k for a new camera, etc etc
O
Olivia
Merged in a post:
Wealthfront Path Competitor
D
Dawn pink Hamster
Build a competitive solution to track goals, such as large purchases, vacations, retirement, etc.
O
Olivia
Merged in a post:
Allow for sinking funds
S
Slim Angelfish
Would love to see a way to create sinking funds for longer term savings like annual vehicle registration or property taxes, etc.
O
Olivia
Merged in a post:
Funds
U
Urgent Platypus
First off this is the most amazing app ever!!! I’d like to thank you because your mission and passion for this is awesome! My request is that we have certain budget categories be called “funds”. It could be in the categories section. A place where every one could put whatever goals they might be saving for that needs to remain liquid. Such as “down payment “, “wedding”, “travel fund “ etc. That feature would be very appealing as well as insights as to how long it will take you to fund to 100% with each contribution
O
Olivia
Merged in a post:
Wishlist Feature - where you can state saving goals and put small amounts towards them
S
Subsequent Kiwi
This is an important part of my financial planning and provides motivation to be disciplined.
O
Olivia
Merged in a post:
Savings Goal 2.0
T
Taupe Coyote
Recommendations for how much you could/should be saving and where you could be putting/investing your money. The rate of Americans paying for recurring expenses with credit cards, the volume of folks with less than $1000 in their savings living paycheck to paycheck, I’m hoping there’s a way to help everyone be smarter about digging themselves out of their situation. Naive? Complicated? Figured there’s no harm in writing the suggestion.
Load More
→