Spending From Goals

Spending From Goals



If you use Goals to set aside money for a specific purpose (whether it's routine expenses like gas and groceries, or a once-in-a-lifetime purchase), you may want to associate your transactions with a Goal.

If you want to move money out of a Goal, but you don't want to associate it with a specific transaction, you can also transfer money from the Goal to your Safe-to-Spend.

Spend from a Goal

  1. Click on the transaction and select Choose a Goal. Using goals 1

  2. Then select the Goal you'd like to spend from. You can search to quickly locate a specific Goal. Using goals 2

Transferring money in and out of a Goal

You can drag and drop funds to transfer them. It's super easy! Just click on your goal and drag and drop it over your Safe-to-Spend (or vice-sersa). We'll bring up the transfer screen, where you can specify the amount you'd like to move.

You can also do it this way:

  1. Click on the Goal.
  2. Click Transfer.
  3. You'll see a prompt to transfer money from your Safe-to-Spend into your goal.
    1. Click on the arrows to change the direction of the transfer.
    2. Click on Safe-to-Spend if you'd like to move the funds to an existing goal or expense (rather than your Safe-to-Spend).
  4. Enter the amount you'd like to transfer.
  5. Click Transfer. That's it!

Spend from a Goal

  1. Tap on the transaction.
  2. Select Spending from . . .

Transferring money in and out of a Goal

  1. Tap the menu icon in the upper-left corner or swipe right to open the navigation menu.
  2. Tap Goals.
  3. Tap on the Goal to bring up the edit screen, and then tap Transfer.
  4. A screen will pop up prompting you to transfer money from your Safe-to-Spend into your goal.
    1. Tap the arrows to change the direction of the transfer.
    2. Tap on Safe-to-Spend if you'd like to move the funds to an existing goal or expense (rather than your Safe-to-Spend).
  5. Enter the amount you'd like to transer.
  6. Tap the arrow to the right of the amount. That's it!

Spend from a Goal

  1. Tap on the transaction.
  2. Select Spending from . . . description

Transferring money in and out of a Goal

You can also move money from your Goals back to your Safe-to-Spend.

  1. Navigate to your Goals.
  2. Tap on the Goal to bring up the edit screen, and then tap Transfer.
  3. A screen will pop up prompting you to transfer money from your Safe-to-Spend into your goal.
    1. Tap the arrows to change the direction of the transfer.
    2. Tap on Safe-to-Spend if you'd like to move the funds to an existing goal or expense (rather than your Safe-to-Spend).
  4. Enter the amount you'd like to transer.
  5. Tap the arrow to the right of the amount. That's it!
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