You have money goals, and we help you achieve them. Here’s how you get started. First, you need to choose whether you want to set up a savings goal or a paying off debt goal.
If you choose a savings goal, we’ll have you name the goal so that you always remember what you’re saving for. Then choose the amount you’ll want to save. Example: Wedding Fund, $15,000 or Emergency Fund, $1,000. After you’ve named your goal, and set your target you will only have one last step, choosing a transfer method which is essentially picking your automation tool: When I Get Paid, Roundups, Smart Savings, or Weekly Withdrawl.
Pay Off Debt Goal
If you choose a pay-off debt goal the sequence will be identical to setting up a savings goal outside of the one extra step of linking the loan or credit card inside of the app. Once that’s established we will be able to send payments towards your debt with the contributions made from the automation tool that you choose to be applied to the debt.