Add Savings

To create a new savings budget item please follow the steps below.

If you need anymore help, please review our FAQs section.

The new savings button is highlighted on the Budget Overview

Step 1: Select Add Savings

From the Budget Overview select the add savings button, this will take you to the form, so you can add all the necessary details.

The new savings form with the account selector highlighted

Step 2: Choose account

Choose the account the savings should be deducted from, this will typically be your main debit or checking account.

The new savings form with the target account selector highlighted

Step 3: Choose target account

Choose the target account, this is the account the savings will be transferred into. Our projections will allow you to see how your savings will grow over time.