The instructions below will show kids how to create and manage Saving Goals.
Create Saving Goals
1. On the homescreen, tap Saving
2. Tap Saving Goals
3. Tap + Create next to Goals
4. From the Create a saving goal screen, select or create a custom saving goal > add a Description if desired > select or create a custom Target date > select or change the Goal amount > 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 your Saving Goal
4. Tap Edit or Cancel
Transferring Money into Saving Goals
Note: You must have funds in your Saving account to transfer money to a
Saving Goal.
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