Savings goals
Creating a goal
Section titled “Creating a goal”Go to Manage > Goals and tap Add goal. Choose the kid, select which account the goal draws from, set a target amount, and optionally add a target date.
For example, Amara has a Skateboard deck goal targeting $80 from her Savings account, due in three weeks.
Funding a goal
Section titled “Funding a goal”Open a goal and tap Fund. Enter the amount to move from the linked account into the goal. The goal’s progress bar updates immediately.
Tap Defund to move money back out of the goal and into the account.
Purchasing a goal
Section titled “Purchasing a goal”When the target is reached, tap Purchase to mark the goal as bought. This removes the funded amount from the account and marks the goal complete.
Raising the target
Section titled “Raising the target”If the original target is no longer enough, open the goal and tap Raise target to increase it.
Reordering goals
Section titled “Reordering goals”Drag goals into your preferred order on the Manage > Goals page. The order is per-kid.
Archiving goals
Section titled “Archiving goals”Goals that are complete or no longer needed can be archived. Find them under Manage > Goals > Archived. Archived goals can be restored or permanently deleted.