Making & Editing Goals

Making & Editing Goals


Making a Goal

  1. Sign in to your Simple account on the web.
  2. Click Goals from the top menu bar. Make goal 1
  3. Click the Add a new Goal button. Make goal 2
  4. Name your Goal.
  5. Enter the amount you'd like to save.
  6. Pick the date you'd like to complete the Goal. If your Safe-to-Spend is greater than the amount of the Goal, you can set the completion date for today; if the Goal is greater than your Safe-to-Spend (or you’d simply prefer to save over time), select a date in the future to save over time.
  7. Confirm your Goal.

If you chose to save over time, money will be incrementally moved from your Safe-to-Spend to the Goal, a little each day. You can learn more about how Goals save over time in the Saving With Goals article.

Check out this article on how to spend from your goals once they are funded.

Editing a Goal

You can change the name of your Goal, or add a photo. If it's a completed Goal, you can save more over time; if it's an in-progress Goal, you can change the target amount and date. Editing is more limited for the your Protected Goals Account. Savings Goals cannot be edited. You can change the target amount and completion date, and add a photo to your Emergency Fund Goal.

  1. Sign in to your Simple account on the web.
  2. Click Goals from the top menu bar. Make goal 1
  3. Select the Goal you'd like to edit. From there, tap on the information you'd like to edit.
  4. To add a photo tap "Attach a Photo". From there, you can either take a new photo or add one from your library.

Deleting a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can delete it. Deleted Goals cannot be resumed.

Steps to delete 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. Delete goal
  6. Any funds remaining in the Goal will be transferred to your Safe-to-Spend.

Making a Goal

  1. Swipe right to pull up the navigation menu.
  2. From there, tap Goals.
  3. Tap Add. description
  4. Name your Goal.
  5. Pick the amount you'd like to save.
  6. If your Safe-to-Spend is greater than the amount of the Goal, you’ll have the option to Save it Now. If you do that, the Goal will complete instantly, moving the funds from your Safe-to-Spend to the Goal all at once.
  7. If the Goal is greater than your Safe-to-Spend (or you’d simply prefer to save over time), you’ll be asked to select a date, and it will automatically calculate how much you'll need to save per day.
  8. Tap the blue bar to create your Goal.

If you chose to save over time, money will be incrementally moved from your Safe-to-Spend to the Goal, a little each day. You can learn more about how Goals save over time in the Saving With Goals article.

Check out this article on how to spend from your goals once they are funded.

Editing a Goal

You can change the name of your Goal, or add a memo or photo. If it's a completed Goal, you can save more over time; if it's an in-progress Goal, you can change the target amount and date. Editing is more limited for the your Protected Goals Account. Savings Goals cannot be edited. You can change the target amount and completion date, and add a photo to your Emergency Fund Goal.

  1. Swipe right to pull up the navigation menu.
  2. From there, tap Goals.
  3. Select the Goal you'd like to edit. From there, tap on the information you'd like to edit.
  4. To add a photo tap "Attach a Photo". From there, you can either take a new photo or add one from your library.

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Deleting a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can delete it. Deleted goals cannot be resumed.

Steps to delete a Goal

  1. Tap on the Goal.
  2. Scroll down until you see the Delete this Goal button. Tap it!

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

Making a Goal

  1. Sign in to the Android app.
  2. Swipe right to bring up the navigation menu.
  3. Tap Goals. description
  4. Tap the plus sign at the bottom of the screen to create a new Goal. description
  5. Name your Goal.
  6. Pick the amount you'd like to save.
  7. If your Safe-to-Spend is greater than the amount of the Goal, you’ll have the option to Save it now. If you choose that option, the Goal will complete instantly, moving the funds from your Safe-to-Spend to the Goal all at once.
  8. If the Goal is greater than your Safe-to-Spend (or you’d simply prefer to save over time), select Pick a date. You’ll be asked to select a date, and it will automatically calculate how much you'll need to save per day.
  9. Tap the blue bar to create your Goal.

If you chose to save over time, money will be incrementally moved from your Safe-to-Spend to the Goal, a little each day. You can learn more about how Goals save over time in the Saving With Goals article.

Check out this article on how to spend from your goals once they are funded.

Editing a Goal

In the Android app, you can edit a Goal to change the name or Goal color, or add a memo or photo.

If it's a completed Goal, you can save more over time; if it's an in-progress Goal, you can change the target amount and date.

Editing is a bit more limited for Protected Goals - you can change the target amount and completion date, and add a photo.

To make changes, navigate to the Goals tab. To change the color, tap on the palette icon in the upper right corner. To make any other edits, just tap on the info you'd like to change.

To add a photo, tap on your Goal, and then tap "Attach a Photo" on the next screen. From there, you can either take a new photo or add one from your library.

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Deleting a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can delete it. Deleted goals cannot be resumed.

Steps to delete 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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