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How do I set a goal in WeMoney?
How do I set a goal in WeMoney?
Michael Stephens avatar
Written by Michael Stephens
Updated over a year ago

Setting up a goal in WeMoney makes it easy to achieve your financial goals, to set up a goal, follow the steps below:

  1. Open the WeMoney app and scroll down to the 'Goals' section, located towards the bottom half of the Home Screen;

  2. Tap the “Set a new goal” button;

  3. Identify if your desired Goal relates to 'Savings' or 'Paying off debt';

  4. Choose the category that best aligns with your Goal, such as 'House Deposit', 'Debt Repayment' or 'Emergency Fund';

  5. Assign a name for your Goal;

  6. If you are a WeMoney Pro member, you can link a connected account to automatically track your progress. Otherwise, ‘Skip for now’;

  7. Set the target amount of your Goal;

  8. Add a picture to help visualise your goal;

  9. Confirm everything looks right before tapping 'Finish' to create your Goal and begin tracking your progress!

You can repeat this process for all remaining Goals you may be working towards!

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