How do I add a debt payment goal?

“I tried to track my debt payment progress using the Build My Wealth app. But there’s no applicable goal type except a custom goal.”

We hear you.

Here’s the thing. The debt payment goal is hidden from the list of goal types if you haven’t added Consumer Debt (a.k.a. liabilities) under Accounts.

Here’s what you’ll need to do in order to add a debt payment goal:

  1. Go to Accounts.

  2. Click Add in the upper right corner.

  3. Click Add Consumer Debt.

  4. Choose the type of debt.

  5. Click Proceed.

  6. Enter the details of your debt.

  7. Go to Goals.

  8. Click Add Goal.

  9. Choose Debt payment goal.

  10. Click Proceed.

  11. Enter the details of your goal.

  12. Click Add.

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Abby Castro

Abby Tan Castro is a website designer who has spent years designing sales funnels for $100K+ product launches. Now, she is excited to take that experience into broadening her client base and exploring new projects worldwide.

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