Savings Goals

20 articles

how-to

How a child creates their own savings goal Let a child set a personal target and track it from their own view.
How to create a goal that fits a school trip Set a goal with a clear target for a planned real-world expense.
How to create a savings goal for a child Set up a goal that locks funds into the savings layer while the child works toward a target.
How to create goals in bulk for multiple children Set up several goals in one flow when more than one child needs a target.
How to delete a child savings goal Remove a goal when it should no longer be active.
How to deposit into a child savings goal Move spendable money into the goal bucket so progress advances.
How to edit a child savings goal Change a goal when the target or timing needs a reset.
How to restart a goal after the target changes Reset a goal when the child’s savings plan needs a new direction.
How to withdraw from a goal once it is reached Move funds out of the goal layer after the target is complete.

explainer

reference

troubleshooting

How to fix a goal that stopped updating Troubleshoot missing progress when deposits or target updates did not apply.