I’ve completed my savings goal. How do I integrate it into my budget?

Here’s how:

  1. Go to Budget.

  2. Click Add Funds. (If you’ve already added funds, click the screen.)

  3. Click Withdraw Funds.

    You won’t be adding more funds because the money you’ll be using is not newly arrived income.

    You’re simply withdrawing the money you’ve already previously saved.

  4. Enter details.

  5. Select the account you used to save money.

  6. Click Budget my $XX.00.

  7. Click Pay expenses.

  8. Click Add Item under the goal card.

  9. Enter details.

  10. Click Save.

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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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