Setting goals is one of the first steps to start tracking your finances and working toward achieving your financial well-being.
You will be able to set multiple goals in the app and link them to your accounts. After your goals are created, the app will automatically start tracking your progress and let you know when you achieve your goals.
Track the things that matter the most - see how you're tracking at a glance.
Steps to create a goal:
Step 1: On your dashboard, scroll down to the 'Goals' widget
Step 2: Tap on the 'Create Goal’ CTA button
Step 3: Add a photo to represent your goal
Name your goal or select a quick selection (e.g. Car, Savings, etc.) AND select 'Next'
Step 4: What is your target? Add a target amount and select 'Next'
Step 5: Link to account, select which account you would like to add your savings to
Step 6: When do you want to achieve your goal by? Add a date, and select 'Next'
Step 7: Do you want to use the account’s available balance as a starting amount? Select Yes/No
Step 8: Save your goal. Your goal will be successfully created.
You can start tracking your progress on the dashboard.
Steps to edit or delete a goal:
We understand that sometimes life gets in the way of a good plan and goals will need to be amended or deleted.
Step 1: Go to the Goals widget and tap on the goal that you want to delete
Step 2: Select the cog icon at the top right corner of the screen
Step 3: Update the name or target and amount and save your changes. You can also delete the goal by tapping the Delete button at the top right corner of the screen
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