Setting a financial goal in your WeMoney account will make it easier to track and monitor your progress as you work towards achieving your goals! If you would like to set up a goal in WeMoney, simply follow the steps below:
Open the WeMoney App;
Select the 'Goals' section, which is located above Recurring Expenses toward the bottom of the Home Screen;
You should see a list of all active goals – tap ‘Set a new goal’;
Confirm if your desired Goal relates to 'Savings' or 'Paying off debt';
Fill in the relevant details (i.e., category, name, amount) relating to that goal.
If you are a WeMoney Pro member, you can link a connected account to automatically track your progress. Note: By design, we allow only 1 account to be linked with a goal so that it’s simple and easy to track the goal progress.
Otherwise, ‘Skip for now’;
Confirm everything looks right before tapping 'Finish' to create your Goal and begin tracking your progress! You can repeat this process for each individual goal you may be working towards!