Savings Goals and Recurring Goals
I've been trying to set recurring savings goals but the behaviour doesn't seem to work as expected.
For example, 2020 I set a Gift Goal of $1,000 by November. I reached that goal, but now in 2021 it recognizes I need to save $1,000 by November 2021 but that I've already reached it (in 2020, and consequently used those funds...)
Am I not understanding the purpose of these goals?
There is an issue with when/how the goals reset. If you didn't spend the money until December, then it was there when the goal reset at the beginning of December, so look! You achieved your goal for the year!
The solution is to either reset the goal each time manually (delete and recreate) or to make sure you spend the money in your target month.
This is the case for monthly goals, too.