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Group Goals by Funding Source
On the Savings Accounts page, can the goals be grouped by funding source? Additionally, a total displayed for each funding source would be nice so that I can see how much will be pulled from each funding source.
The math isn't difficult, but it would just make it easier to confirm that you aren't pulling too much money from a particular funding source.
The math isn't difficult, but it would just make it easier to confirm that you aren't pulling too much money from a particular funding source.
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Inappropriate?@Charles,
Thank you for your questions. When you first log into your SmartyPig Profile, you will see a section titled “My SmartyPig Accounts”. In this section, we show you the “Total Monthly Contributions Scheduled This Month”. These are broken down by funding source, so it will indicate to you the total amount that is scheduled to be initiated from your funding source for that month. However, this is based on what day your monthly contribution is scheduled for. For example, if your monthly contributions are scheduled for the 15th of the month, it will show the amount scheduled to be initiated up until the 15th. Once those contributions are initiated it will go to $0.00 since you no longer have any scheduled contributions for that particular month.
In regards to grouping goals by funding source, we appreciate the suggestion and will pass this onto our development team for future consideration.
If you have any further questions please do not hesitate to contact us at 888-567-6278, or at support(at)smartypig(dot)com. Thanks, John
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