Reporting on Saving Goals

MarthaW

I'm a big user of Savings Goals and would like to have the capability to create a report and/or an export of all data related to the goals, i.e., name, current balance, goal amount, finish by date and monthly contribution needed to meet the goal. The current display on the Planning tab makes it difficult to review all goals at once. Although the Account Balance report can be customized to show only my goal accounts by selecting only those accounts, that gives me only the account name and current balance. There is no way to add the other saving goal data elements I desire to see.