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How do I link a connected account to one of my goals?
How do I link a connected account to one of my goals?
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Written by Joaquim Concalves
Updated over a week ago

Linking a connected account to one of your goals in WeMoney will allow it to be automatically tracked, and can be completed by the following steps:

  1. Scroll down to the ‘Goals’ section, located in the middle of the Home Screen;

  2. Create a new goal by tapping on the ‘plus’ icon;

  3. Select the type of goal you would like to set: ‘Savings’ or ‘Paying off debt’;

  4. In the goal setup process, you will be given the option to link an account - select the account you wish to link to your goal;

  5. Choose the amount you want your goal to achieve;

  6. Click ‘Finish’ to save your goal.

Now your Goal will be automatically tracked through the linked account.

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