How do I set up and manage Saving Goals?

The instructions below will show kids how to create and manage Saving Goals, including canceling and transferring funds to and from Saving Goals.

Create Saving Goals

1. On the homescreen, tap Saving

2. Tap Saving Goals

3. Tap + Create next to Goals

4. To create a saving goal:

a. From the Create a saving goal screen, select or create a custom goal.

b. Add a Description (optional).

c .Select or create a custom Target date.

d .Select or change the Goal amount.

e. Tap Create.

You will receive confirmation that the Saving Goal has been successfully created.

Edit or Cancel Saving Goals

Follow steps 1 and 2 from the above instructions.

3. Tap the Saving Goal you want to edit or cancel 

4. Tap Edit or Cancel

Transferring Money into Saving Goals

Follow steps 1 and 2 from the above instructions.

3. Tap General Saving 

4. Select Goal where money will be transferred > Select or Change the amount you want to transfer to your Saving Goal > Tap Continue to complete the transfer

Under the Goals section, a status bar displays your progress toward the goal, along with the total amount saved so far .

Transferring Money out of Saving Goals

Follow steps 1 and 2 from the above instructions.

3. Tap your Saving Goal

4. Tap Transfer

5. Select or Change the amount you want to transfer out of your Saving Goal > Tap Continue

You will receive confirmation that the money been successfully transferred.

Complete Saving Goals

Follow steps 1 and 2 from the above instructions.

3. In the Goals section, tap the specific goal you want to complete

4. Tap Complete

5. On the pop-up, select Spending or General Saving for the transfer