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.
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