Set up a Goal

Create a goal and watch your progress to make sure you’re on track

Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Setting up goals inside your app is really easy. 

Click on Goals in the side menu and you’ll be presented with some typical goals. Choose one, or you can create your own by selecting Other.

Fill in the details of your Goal, the target amount you want to save and an end date for your goal. And finally, link it to the account or accounts you will using to save for this goal. It’s best to have a dedicated online account for this. Most banks will let you set one up instantly inside your online banking portal.  

The app will keep an eye on the balance and tell you how much you need to save each month to reach your goal, and whether you’re on track. 

You can edit the details of your goal or delete it with the Goal settings button.

About linking an account to your goal

So we can track how you are progressing with your goal, we need to separate these savings from your other accounts. To do that you’ll need to create a seperate account. Most banks will allow you set up a fee free online account just for this sort of thing. 

Just search online to see what your bank offers, or you may be able to set one up inside your banking online portal.

Now, if you'd like to edit your Financial Fitness Tracker emails, we can do that.

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