How do I set up a ‘Savings Goal’?

Savings Goals allow you to set aside money for a specific purpose or item and track progress towards reaching that goal. You can move money from your ‘Spend or Save Pots’ anytime you want. The more you move, the quicker you will achive your Savings Goal.

To create a new Savings Goal:

1. Tap ‘Save Pot’ on the main dashboard
2. Tap ‘Goal Pot’
3. Tap ‘Add Goal’
4. Then follow the on screen steps

To add money to your savings goal:
1. Tap on the transfer Funds button from your dashboard
2. Enter the amount you wish to transfer
3. Using the buttons select transfer from and transfer to Goal Pot
4. Tap ‘Transfer’