Add, edit, or delete a budget savings goal
Note: To perform this task, you must be using
the Advanced Budget. To determine which budget you're using, look
for the Essential Budget, Advanced
Budget, or Savings and Spending Budget
label in the upper-right corner of the Budget summary page.
- Click Budget, and then click Budget
Summary.
- At the bottom of the page, under Savings
goals, click add a new savings goal.
- Under What do you want to do with unbudgeted
income, click Save some or all excess income
toward goals.
- Under Goal, type a name for the goal, under
Date, select when you want to reach the goal, and
under Amount, enter how much you want to
save.
- To add more savings goals, click Add Another
Goal.
- When you are finished adding goals, click
Done.
- Click Budget, and then click Budget
Summary.
- At the bottom of the page, under Savings
goals, click edit your savings
goals.
- On the Savings goals page under Assign
your savings goals, do one of the following:
- To edit the goal, click the goal name, date, or amount that you
want to change, and then type the new information.
- To delete a goal, click the goal that you want to delete, and
then at the bottom of the page, click Delete
Goal.
- Click Done.
Note
After achieving a savings goal, you can mark it as complete. To
indicate that you have achieved a goal, on the Budget
summary page, under Savings goals, select
the Completed check box next to the goal.
