Set a goal

GoalsGetting Started
Written By Abby Castro

Here’s how to set a goal using the Build My Wealth app:

  1. Go to Goals.

  2. Click Add Goal.

  3. Choose a Goal type or create a custom goal.

  4. Click Proceed.

  5. Enter the requested details.

  6. Choose a Source of Funds.

    This is the app’s way of asking:

    • In which account are you going to save this money?

    • Which debt do you want to pay off?

    You may choose more than one. (e.g. You may choose to save your emergency fund in two separate bank accounts. This allows you to withdraw cash for an emergency even if one of the banks is under maintenance.)

  7. Click Add in the upper right corner.

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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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