Okay, so I’ve fully switched over from Simple last week right before my first direct deposit. I moved the incoming money around as needed so that my goals and expenses were put into their appropriate places as best I could based on what was available.
While I know there seems to be a bug currently in the goal funding part of the AI, what I can’t seem to find is a break down of HOW goals are handled, how their determined to be “not viable” and better instructions on how to make the ones showing “not viable” more viable.
I’ve seen in other topics that Goals are funded via “The Vault” (which I think is not correct because the vault to me means “savings you’re trying not to touch” so money shouldn’t be coming out of there), but there’s little documentation this feature. The closest I found was this and it isn’t very informative.
So off the bat I would at least like to have more clear documentation around the following:
How goals are funded
How goal viability is determined
How to make goals viable again other than just extending the “needed by” or lowering the amount because I don’t want to do either of those. Knowing what steps we can take (example: move more money into the vault or do I spent less of my daily cash, is it both?)
Honestly there’s a lot of places where the application kind of lacks on this kind of information. I don’t mind having to read a website for more information but even you’re “help” section is lacking at deeper insight into various features.