What is a Goal?

Balance Money Goals help you save for what is most important in your life. This tool is easy to set up and make saving fun. You will get a huge sense of accomplishment watching your goals grow automatically each check. Follow these brief instructions to set up your first goal to get saving. 

Set up a Goal 

1. Open the Balance Money App
2. Tap Manage Money in the bottom right-corner
3. Tap Goal top-right
4. Tap (+) in the middle-right
5. Type in your goal's Name 
6. Choose when you want this goal to be completed
7. Enter the Target amount
8. Choose the  for this goal
9. Choose to Round up or not

How to add funds to a Goal

1. Open the Balance Money App
2. Tap Manage Money in the bottom right-corner
3. Tap Goals top-right
4. Tap desired goal
5. Scroll and Tap Add Funds
6. Choose Account money is coming from 
7. Enter Amount 
8. Tap Transfer

How to move funds from a Goal

1. Open the Balance Money App
2. Tap Manage Money in the bottom right-corner
3. Tap Goals at the top-right
4. Tap desired goal
5. Scroll and Tap Move Goal
6. Choose Account money is going to
7. Enter Amount 
8. Tap Transfer

How to Edit or Delete a Goal

1. Open the Balance Money App
2. Tap Manage Money in the bottom right-corner
3. Tap Goals top-right
4. Tap desired goal
5. Tap Edit at the top-right
6. Tap Save at the top-right when done OR Tap Delete Goal at the bottom