Financial Goal Envelopes

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  • Idea
  • Updated 7 years ago
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Merged

This conversation has been merged. Please reference the main conversation: Setting up an "Irregular" Goal Envelope

I think it would be a good idea for EEBA to develop "goal" envelopes. A user could set up a goal envelope like "Hawaii Trip", set an amount they would like to have "$3,000" and a date they want that goal to be accomplished, "May 01, 2013." EEBA would do the math to show the user how much money they would have to set aside each week/month and tell the user if they were on track, behind, or ahead of meeting their goal. These goals envelopes would be very helpful for my wife and I in our financial planning and I believe it would be another wonderful draw to help prospective customers choose EEBA.
I hope that is helpful.
Thanks!
Lucas Reynolds
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Lucas Reynolds

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  • happy

Posted 7 years ago

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Audrey Chau

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Hi Lucas,

Thank you for your feedback and suggestion. I see how goal envelopes would be very helpful for all types of households. Currently we have Annual/Irregular Envelopes which can act similarly to goal envelopes. You can read about how to use Annual/Irregular Envelopes for goals for irregular items like property taxes, a trip to Hawaii, and holiday spending: http://blog.eebacanhelp.com/2012/03/f....

I hope this helps, and I will make a note in our requested features tracker about the goals envelopes you've suggested. Thanks!

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