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.

Manually spending 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 out of a Goal

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

  1. Click on the Goal and select the Transfer button. Using goals 3

  2. You'll see a screen pop up prompting you to transfer money into the Goal. Since right now, we want to move money out of the Goal, click Change to change the direction of the transfer.

You can also click on a Goal, drag, and drop onto your Safe-to-Spend. That'll automatically bring up the transfer screen, where you can specify the amount you'd like to move.

Manually spending from a Goal

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

Transferring money out of a Goal

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

  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 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. Tap the arrow to change the direction of the transfer.
  6. Enter the amount you'd like to transer.
  7. Tap the arrow to the right of the amount. That's it!

Manually spending from a Goal

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

Transferring money 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.
  4. Tap the arrow to change the direction of the transfer.
  5. 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).
  6. Enter the amount you'd like to transer.
  7. Tap the arrow to the right of the amount. That's it!
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