Help › Goals › 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.

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.

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.

You made some Goals! No what?

  • If you chose to save money over time, money will be incrementally moved from your Safe-to-Spend to the Goal, a little at a time. 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.
  • If you ever need to you can edit or delete your goals.
Did you find this article helpful? Yes / No
Aw man. Thanks for letting us know!

Related articles

Spending From Goals

Spending from your Goals.

 Protected Goals

FAQs about our high-yield checking account.

 Saving With Goals

Use Goals to save slowly over time.

 Editing & Deleting Goals

I made a goal. How do I edit it, or delete it when I'm done with it?

 Save your Refund

Jump start your savings with your tax refund.

 Round-up Rules

Save without even noticing.

 Goals

What are Goals, and how can I use them?

 Protected Goals Account Interest

All Simple accounts earn interest.

Find answers to your questions

Important! This account is for your personal use only

An increasing number of customers are being targeted by fraud scams. Before you apply, review these guidelines to help prevent you from being involved in fraudulent activity.

Do not open an account on behalf of someone else
If anyone asks you to open a Simple Account to receive funds, it is an attempt at fraud. Common fraud attempts include requesting that you open an account to receive a gift or bonus offer, obtain a job or job training, or help someone else receive funds (such as unemployment benefits).

Do not share your login or account information with anyone
Neither Simple nor any other legitimate institution will ever ask for your account information. If any third party requests your Simple Account login information, it is an attempt at fraud. Sharing your account information with another person or allowing someone else to use your account to receive funds is a violation of the Simple Deposit Account Agreement terms and conditions and can expose you to fraud.

Actions we may take if fraud is suspected

We take fraud and security very seriously at Simple, and take rapid action in the instance of suspected fraud attempts.

We may freeze and close accounts
We may freeze and close accounts if fraudulent activity is suspected, including the following circumstances:

We will report fraud attempts
We are responsible for reporting fraud attempts to authorities, including attempted unemployment fraud. There are state and federal penalties for unemployment insurance fraud (including potential fines and incarceration). If you suspect you are a victim of unemployment fraud, contact the appropriate state fraud hotline listed here.

I acknowledge that I have read this notice Continue Application