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Budget- Goals

Written by Jordan Allen
Updated over 3 weeks ago

How do I create a goal?

  1. Go to your Budget page in the WizeFi app.

  2. Scroll to the bottom and find the category labeled ‘Goals’.

  3. Click ‘+ Add Goal’.

  4. First, name your goal

  5. Select how you would like your progress to be tracked-

    1. Account Balance

    2. Sum of Transactions

    3. Manual Amount

  6. Click ‘Continue.

  7. Fill out the prompts to set your goal and click ‘Continue’.

  8. Follow the remaining prompts and click ‘Save’.

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