How do I update a debt payment goal’s progress?

There are three ways to update a debt payment goal’s progress in the Build My Wealth app.

Option 1:

  1. Go to Goals.

  2. Click the goal that you want to update.

  3. Scroll down to Matched Liabilities.

  4. Choose the liability/debt you recently paid and click Update.

  5. Click Update again.

  6. Enter the new outstanding balance of the liability/debt.

  7. Click Update.

  8. Go back to Goals to see the updated progress.

Option 2:

  1. Go to Accounts.

  2. Go to Debt.

  3. Click the debt that you recently paid.

  4. Click Update.

  5. Enter the new outstanding balance of the debt.

  6. Click Update.

  7. Go to Goals to see the updated progress.

Option 3:

  1. Go to Budget.

  2. Check the box of the item listed under My Debts.

  3. Click the checked item.

  4. On the summary display, click the goal to see the updated progress.

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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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