Moving Money With Goals

Moving Money With Goals


Spending from a Goal

Once you have some funds in a Goal, you can have transactions pull funds from that Goal rather than your Safe-to-Spend.

To do this, just click on the transaction and select Change next to the Spent From field in the panel on the right.

Using goals 1

This is great for envelope-style budgeting. You can set aside enough funds for groceries, entertainment, or other budget categories, 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.

Moving money in and out

You can instantly move funds in and out of a Goal at any time.

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

  2. Enter how much you'd like to transfer. Using goals 4
  3. If you'd like, click Change to change the direction (so the money moves out of the Goal rather than in) or to make the money move from another Goal instead of your Safe-to-Spend. For example, if you need to move money from your "Dog stuff" Goal to your "Groceries for May" Goal, you'd just select "Dog stuff" Goal from the screen below. Using goals 5

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.

Saving more over time

If you decide you'd like to add more funds to a completed Goal over time:

  1. Select the Goal.
  2. Click Edit.
  3. Click Save more over time.
  4. Choose a new amount and a new target date. Using goals 6

Spending from a Goal

Once you have some funds in a Goal, you can have transactions pull funds from that Goal rather than your Safe-to-Spend.

  1. Tap on the transaction to bring up the edit screen.
  2. Select Spending from . . . to pick the Goal you'd like to spend from. description

This is great for envelope-style budgeting. You can set aside enough funds for groceries, entertainment, or other budget categories, 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.

Moving money in and out

You can instantly add more funds to a Goal at any point.

  1. Navigate to the Goals tab by tapping goals tab.
  2. Tap on the Goal to bring up the edit screen.
  3. Tap Transfer.
  4. You'll select an amount, and you'll have the option to transfer from your Safe-to-Spend or another Goal. description description

You can also move money out.

  1. Tap on the Goal.
  2. Tap on your Safe-to-Spend (as if you were going to select another Goal from which to transfer).
  3. This'll bring up a toggle that'll allow you to transfer from the Goal rather than into it.

Spending from a Goal

Once you have some funds in a Goal, you can have transactions pull funds from that Goal rather than your Safe-to-Spend.

  1. Just tap on the transaction to bring up the edit screen.
  2. Select Spending from . . . to pick which Goal you'd like to spend from.

This is great for envelope-style budgeting. You can set aside enough funds for groceries, entertainment, or other budget categories, 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.

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Moving money in and out

You can instantly add more funds to a Goal at any point.

  1. Navigate to the Goals page.
  2. Tap on the Goal to bring up the edit screen, and then select Make a transfer.
  3. You'll select an amount, and you'll have the option to transfer from your Safe-to-Spend or another Goal.description

You can also move money out.

  1. Tapping on the arrow in the image above allows you to transfer from the Goal rather than into it.

Learn more about Goals:

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