Deleting Goals

Deleting Goals


Deleting or archiving a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can delete or archive it. Archiving is essentially the same as deleting—the only difference is that any Goals that have transactions associated with them are automatically archived instead of deleted so that those associations stay in place. Archived goals cannot be resumed.

Steps to delete or archive a Goal

  1. Sign in on the web.
  2. Go to the Goals tab.
  3. Click on the Goal.
  4. Click on the Edit Goal button.
  5. Select Delete Goal or Archive Goal.
  6. Any funds remaining in the Goal will be transferred to your Safe-to-Spend.

Deleting or archiving a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can delete or archive it. Archiving is essentially the same as deleting—the only difference is that any Goals that have transactions associated with them are automatically archived instead of deleted so that those associations stay in place. Archived goals cannot be resumed.

Steps to delete or archive a Goal

  1. Sign in to the iOS app.
  2. Go to the Goals tab by tapping Goals tab.
  3. Select the Goal.
  4. Scroll down until you see the Archive this Goal or Delete this Goal button. Click it!

Any funds remaining in the Goal will be transferred to your Safe-to-Spend.

Deleting or archiving a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can delete or archive it. Archiving is essentially the same as deleting—the only difference is that any Goals that have transactions associated with them are automatically archived instead of deleted so that those associations stay in place. Archived goals cannot be resumed.

Steps to delete or archive a Goal

  1. Sign in to the Android app.
  2. Swipe right to open the navigation menu, and select Goals.
  3. Select the Goal.
  4. Tap on the trash icon in the upper right corner of the screen. description

Any funds remaining in the Goal will be transferred to your Safe-to-Spend.

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