Keep a goal's money in an account
- Open the goal and tap Edit, then choose Saved in: a bank, savings, debit card, e-wallet, cash, investment or custom account. Credit cards, loans, pay later, people and assets can't hold goal money.
- Several goals can share one account; each keeps its own part of the balance. The account's page lists them and what's free.
- Add money: if it's already in that account, it's just set aside; or pick another account to move it in with a transfer. Take out: keep it there (free again) or move it to another account.
- Goal money in everyday accounts isn't counted in Safe to spend. If the balance drops below what goals have set aside, you'll see how much it's short.
- Deleting a goal keeps the money in the account; it just becomes free again. In the PC Manager, Goals has the same Saved in option.
In the app: Open Goals
More in Budgets, goals and categories
- What Safe to spend means
- See what's left this month (in Safe to spend)
- See what next month will take (Next month card)
- How the month's spending estimate works
- Change when your month starts
- Create a budget
- Budget alerts
- Manage categories
- Ready-made categories: events, gifts, home help and more
- Choose a category and subcategory
- Move a subcategory to another category
- Auto-detect a transaction's category