GOALS

ENABLE GOALS

1. To enable Goals, go to Account -> toggle ADVANCED FEATURES -> toggle Goals.
2. Got your Budgets page and you’ll see the GOALS section next to your BUDGETS.
3. Click “NEW” to create a GOAL.

CREATE A GOAL

PRIORITY - NECESSARY

1. Give it a name (savings, vacation)
2. Give it a priority:
   • Necessary means you want to set aside funds every month no matter what. A necessary Goal pulls money out of your Safe-to-Spend/Budget Balance.
3. Add a target amount.
4. Add a contribution amount (Optional: Use percentage of monthly income)
5. Click “Save”.

PRIORITY - NICE-TO-HAVE

1. Give it a name (savings, vacation)
2. Give it a priority:
   • Nice-to-Have means you’d like to set aside funds manually or transfer leftover funds from your budgets at the end of the month.
3. Add a target amount.
4. Click “Save”.
5. Pick a BUDGET and assign this GOAL as the “carryover goal”.