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Using Goals

Spending from a Goal

Once you have some funds in a Goal, you can edit a transaction to associate it with a Goal. This is great for envelope-style budgeting. You can set aside enough funds for "Groceries" or "Entertainment" for a month, and then link transactions with the appropriate Goal. If you mark a transaction as "spent from" a Goal, but the Goal has less funds than the amount of the transaction, the remaining sum will be pulled out of your Safe-to-Spend.

To do this, just click on the transaction and select Choose a Goal.

Then, pick which Goal you'd like to spend from. You can use the search bar to quickly locate a specific Goal.

Moving money in and out

You can instantly add more funds to a Goal at any point. Just click on it, and then select the Transfer button.

You'll be brought to a screen where you can enter how much you'd like to transfer.

By default, the transfer will be from your Safe-to-Spend into the Goal, but you can click Change to change the direction (so the money moves out of the Goal rather than in) or select another Goal. For example, if you need to move money from your "Eating out" Goal to your "Groceries" one, you'd just click on your "Eating out" Goal from the screen below.

If you decide you'd like to add more funds to a completed Goal over time, just select the Goal, click Edit, and then select Save more over time. You'll be asked to choose a new amount and a new target date.

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

Deleting or archiving a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can archive or delete it. Any funds remaining in the Goal will be transferred to your Safe-to-Spend.

Archiving is essentially the same as deleting, and Goals that have transactions associated with them are automatically archived instead of deleted so that those associations stay in place. That way, you have an accurate record of your spending, even when the Goal is gone. Heads up—archived Goals cannot be resumed.

To delete or archive, just click on the Goal and then hit Delete Goal or Archive Goal.

Spending from a Goal

Once you have some funds in a Goal, you can edit a transaction to associate it with a Goal. This is great for envelope style budgeting — you can set aside enough funds for "Groceries" or "Entertainment" for a month, and then link transactions with the appropriate Goal. If you mark a transaction as "spent from" a Goal, but the Goal has less funds than the amount of the transaction, the remaining sum will be pulled out of your Safe-to-Spend.

To do this, just tap on the transaction. This will bring you to the edit screen. Then, select Spending from . . . to pick which Goal you'd like to spend from.

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If you spend from a Goal while it's saving over time, part of the progress bar will be darkened to show how much you've spent.

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Moving money in and out

You can instantly add more funds to a Goal at any point. Just tap on the Goal to bring up the edit screen, and then hit Transfer. You'll select an amount, and you'll have the option to transfer from your Safe-to-Spend or another Goal.

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You can also move money out by tapping on the Goal, and then tapping on your Safe-to-Spend (as if you were going to select another Goal from which to transfer). This'll bring up a toggle that'll allow you to transfer from the Goal rather than into it.

Deleting or archiving a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can archive or delete it. Any funds remaining in the Goal will be transferred to your Safe-to-Spend.

Archiving is essentially the same as deleting, and Goals that have transactions associated with them are automatically archived instead of deleted so that those associations stay in place. That way, you have an accurate record of your spending, even when the Goal is gone. Heads up—archived Goals cannot be resumed.

To delete or archive, just tap on the Goal and then hit Delete Goal or Archive Goal.

Spending from a Goal

Once you have some funds in a Goal, you can edit a transaction to associate it with a Goal. This is great for envelope style budgeting — you can set aside enough funds for "Groceries" or "Entertainment" for a month, and then link transactions with the appropriate Goal. If you mark a transaction as "spent from" a Goal, but the Goal has less funds than the amount of the transaction, the remaining sum will be pulled out of your Safe-to-Spend.

To do this, just tap on the transaction. This will bring you to the edit screen. Then, select Spending from . . . to pick which Goal you'd like to spend from.

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If you spend from a Goal while it's saving over time, a dark bar will appear showing how much you've spent.

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Moving money in and out

You can instantly add more funds to a Goal at any point. Just tap on the Goal to bring up the edit screen, and then hit Make a transfer. You'll select an amount, and you'll have the option to transfer from your Safe-to-Spend or another Goal.
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You can also move money out. Tapping on the arrow in the image above allows you to transfer from the Goal rather than into it.

Deleting or archiving a Goal

When you've completed a Goal, or decided you no longer want to save up for a Goal, you can archive or delete it. Any funds remaining in the Goal will be transferred to your Safe-to-Spend.

Archiving is essentially the same as deleting, and Goals that have transactions associated with them are automatically archived instead of deleted so that those associations stay in place. That way, you have an accurate record of your spending, even when the Goal is gone. Heads up—archived Goals cannot be resumed.

To delete or archive, just tap on the Goal, and then tap on the trash icon in the upper right corner of the screen.

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