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. Sign in to the iOS app
  2. Tap on the transaction
  3. 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. Tap on the Goal.
  2. Tap Transfer.
  3. This will bring up a screen prompting you to transfer money into the Goal. Since right now, we're trying to move money out of the Goal, tap where it says Safe-to-Spend.
  4. This'll bring up a toggle that'll allow you to transfer from the Goal rather than into it.
  5. Select an amount, and complete your transfer.

Manually spending from a Goal

  1. Sign in to the Android app
  2. Tap on the transaction
  3. 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 the Goals page.
  2. Tap on the Goal to bring up the edit screen, and then select Make a transfer.
  3. Enter an amount.
  4. Tap the arrow in the image below to specify you want to transfer money out of the Goal rather than into it. description
  5. Tap the checkmark to complete the transfer.

Learn more about Goals:

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