How do I update a savings goal’s progress?

There are three ways to update a savings 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 Source of Funds.

4. Choose the asset to which you recently added money and click Update.

5. Click Update again.

6. Enter the new account balance of the asset.

7. Click Update.

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

Option 2:

1. Go to Accounts.

2. Click the asset to which you recently added money.

3. Click Update.

4. Enter the new account balance of the asset.

5. Click Update.

6. Go to Goals to see the updated progress.

Option 3:

1. Go to Budget.

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

3. Click the checked item.

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

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